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Attaching additional documents to customer statements

  • 24 June 2022
  • 3 replies
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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 !

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Best answer by Ahmed 26 June 2022, 05:34

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

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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.

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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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