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Customizing & Filtering Customer Statements
We are in great need of the following enhancements with regards to Customer Statements:
[LIST=1]
[*]Generate Multiple Statements using Custom Filters[LIST]
[*]This would create PDF statements (each in a separate file) for all customers who meet custom criteria
[*]Using an approach something like the Print Multiple Invoices would probably work well.
[*]In fact, it would be best if these two tools work exactly the same, except one prints/emails invoices, the other prints/emails statements.[/LIST]
[*]Customize Format and Sort Order of Statement
[LIST]
[*]Must allow use of all custom fields for the Customer
[*]The ideal case would be to allow the definition of multiple Statement formats (including Sort Order) and then auto select the format based on a field on the Customer record called