HI there. When I send a statement to a client to chase up an overdue account, there are no account details listed, nor an option to set up a template so that I can provide our account details.
Generally, from my experience, the people who have overdue accounts are the people who don’t save our account details for payment next time, this means when I chase them, I have to provide additional details in relation to our bank account.
Please make provision for our bank account details to be provided at the bottom of an overdue statement.
And, please don’t suggest I send from the “Reminders” tab because that will only send it from my personal email address and not from our generic “accounts” email address, which is where we want all our accounts related emails to be sent from which means a number of people can access that inbox (in case I am away). I have previously asked for that to be changed, and I was told I could change it, but I can’t.
Best answer by Tony Hastings
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