Attaching additional documents to customer statements

  • 24 June 2022
  • 3 replies

Userlevel 1

Is it possible to attach an additional document when emailing customer statements ? For example, to send out a promotional flyer pdf with a particular statement run ? Thanks !


Best answer by Ahmed 26 June 2022, 05:34

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3 replies

Userlevel 6

I also would like to learn how to attach a promotional flyer to a statement of account when emailing the statement.  

Badge +18

Try delaying the email send time, and then open the statement emails in ‘Emails Pending Processing’ screen. Attach the flyer before the delayed emails are sent out.

Badge +1

How about doing a sub-report inside of the customer statement with the flyer?

Otherwise, a business event notifications could be done (whenever a statement is sent, send flyer to same address).


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