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Email Sales/Customer Statement - Preview option

started a topic 3 months ago

When sending an invoice to a customer from Dear, it give you the opportunity to preview and amend the email layout prior to sending. Can this feature not be the same for Sales Statements?


I would like to personalise some of the statement emails sent to different customers, but don't want to create a million different templates to facilitate this.


The current process is forcing me to save each individual statement for each customer and then going to Outlook and creating an email to the customer and attaching the statement. This is an extremely lengthy and time consuming process.


can the same option when email invoices be applied to statements?


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