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Customer Accounts Statement - Batch Printout option

  • September 8, 2020
  • 3 replies
  • 429 views

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When producing Customer Account Statements there is a checkbox on the Options tab “Batch Printout”.  This is checked by default. 

When checked we only get 1 pdf file of ALL statements.  Whereas when unchecked we get 1 statement for each account.

As we want to email customer statements we would needs separate statements so the user would have to remember to uncheck the checkbox each time they are produced.

Is it possible to set the default to ‘unchecked’?

 

Thank you for looking.

Best answer by Shehan Almeida

Hi John,

 

I believe this will require a modification to the existing code. 

 

Shehan Almeida.

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3 replies

Shehan Almeida
Superhero (Partner)
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  • Superhero (Partner)
  • 270 replies
  • Answer
  • September 8, 2020

Hi John,

 

I believe this will require a modification to the existing code. 

 

Shehan Almeida.


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  • Author
  • Superhero (Partner)
  • 364 replies
  • September 8, 2020

@shallk Thank you, your reply unfortunately is what I expected as involved the dialogue box. 

What a shame.

Do you know whether this would be a big job and costly?

 

John

 


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  • Do Gooder (Partner)
  • 12 replies
  • January 26, 2021

That looks old thread. However, if you are still looking into this. it is not true. 

You can setup your customer with send to connect and have scheduled task to send the customer statement of accounts. 

 


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