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Sending Consolidated Statements via workflow
I successfully created a workflow to send statements to our customers each month. However, there are a few that need a consolidated statement (the parent wants one statement for all open invoices for their children).
Whatever I have tried as criteria in my search fails to return any information. Does anyone know the fields I need for the criteria and would the results need to be different then sending statements to one customer?
We would like to automate parent/child statements as well.