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Emailing Customer Annual Statement Including Closed Invoices

in Receivables & Collections 1 comment

Summary:

We have a request to send consolidated annual invoice statement to customers, tried below options

—> "Create Customer Statements" will include only open invoices/its associated activities, it will not pull the closed transactions

—> "Billing History Report" will have a BIP report, but there is no email functionality for this

What is the best way to email the annual invoice statement to customers including closed invoices, any guidance is appreciated

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