Added ability to create Bulk Statements and display only Customers with Open Balance on the Customers list form
Open Balance only checkbox
Create Bulk Statements panel (Send Email)
- opens after Create Bulk Statements button clicking.
- includes:
- toolbar with ability to
- add group of Customers with specified Type or Zone
- Delete some Customers from the datagrid
- change Statement Date
- specify Statement Period
- display only opened transactions
- send email on required Date and Time
- datagrid with selected Customers names, emails
- Email Template block
- Create Statements button. After clicking on the button
- pdf files for every checked in datagrid Customer will be created
- Browse Window for Statements saving will be opened
- toolbar with ability to
-
- Send Statements button. After clicking on the button
- pdf files for every checked in datagrid Customer will be created
- if wasn’t filled Send on Date then after clicking on the button:
- the emails will be sent immediately
- envelope icon in the datagrid should be colored in blue
- if was filled Send on Date then after clicking on the button:
- the emails won’t be sent immediately
- the emails will be sent according to the selected date & time
- the new icon with “pause emails” should be added to the checked customers
- Send Statements button. After clicking on the button
Customers list form
- added checkboxes column on the left of the Name Column
- after clicking on the Statement button, Create Statement pop-up described earlier should be opened. On the opened Pop-up should be prefilled current Customer data