Hi, It would be really useful if we could send membership clients an email with their balance on their account and a list of there deposits on a monthly bases.
Autopilot
Merged in a post:
Clients on Membership requesting copy of Transactions
M
Mail
It would be good if Clients who are the membership could have a print out of transactions if requested.
L
Lucie McHugo
yes this would be very useful and get a chance to upsell
J
Jennifer Hedemark
Also would be helpful if they could see it on their online account or APP