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Robert M.
Robert M., Consultant
Category: Financial Software
Satisfied Customers: 9078
Experience:  30 yrs. of computer experience in financial and marketing departments.
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When I go to edit, send forms, company preferences and edit

Customer Question

When I go to edit, send forms, company preferences and edit my monthly statement email field it doesn't carry over to the create statements windows.
So when I go to email an statement the customers name is ***** ***** the email field.
I got the invoice set-up fine, but statement will not go thru to when I actually try to send a statement.
Submitted: 1 year ago.
Category: Financial Software
Expert:  Robert M. replied 1 year ago.

I think you may be setting this up in the wrong place.

the customers email address should go in the email field.

the name should show up on the statement.

You may also need to set the customer up to receive statements by email in the customer list.

Is this for quickbooks ? what version ?

I can log in remotely to work on it with you if you want to pay an additional fee.

Customer: replied 1 year ago.
You guys are a complete waste of time and money and deceptive in your advertising
Expert:  Robert M. replied 1 year ago.

You won't even tell me what program you are using

how detailed of a help do you expect ?

this is a two way street. I can log in remotely and fix it for you for an additional charge

otherwise we need to have a communication going so that i can get you the proper help.

Customer: replied 1 year ago.
Sorry I'm frustrated because you want an additional fee for me to call you. I have QuickBooks Pro 2016. Customer is already set up.
Expert:  Robert M. replied 1 year ago.

what exactly happens when you go to the customer menu

and select send statements and then select email