Client Billing Statement Auto Email default to checked
When a client creates their portal account the send statement box is NOT checked in their portal by default, therefore they are not getting billing statements emailed to them even though I have checked in our account settings that we do want statements emailed.
I have had to run a report each month for all new portal sign ups and manually select this box.
This is not a good use of my time as I feel that should be automatically set up when the client creates their account, that is the main reason may of our clients create their portal, to see statements and pay invoices.
Please mark the statement box yes by default so clients receive billing statements by email automatically after signing up.
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Jana commented
My additional comment is to also make the statement report(s) intuitive so they exclude clients who receive their statement via portal (when we need to run paper statements for clients who are not registered for portal).