You can send invoices or statements to any clients at any time you want outside of the normal scheduled communications by using the send adhoc statement button.
The "Send Ad-Hoc Statement" button sits in the client menu once enabled in your system.
Standard Ad-hoc Statement Communication Module
When sending:
- The email address for sending can either be chosen from the data we pick up from your accounting system or you can enter the email address manually.
- Anyone with "Admin" or "Take Payments" permission can send an Ad-Hoc Statement email.
Note: If debtor communications are disabled on your dashboard, please note that this doesn’t stop the Ad-hoc Reminders from going out since it has its own email address selection. Therefore you don't need to unsuspend and then suspend again when using this function.