If a customer has multiple orders and is requesting monthly communication only; a customer statement can be used.
There will still be an Invoice number attached to each order, however communication with the Customer can be streamlined.
Navigate to MAIN MENU - CUSTOMER - MONTHLY STATEMENT.
The statement can be filtered to a single customer using the search bar on the top right side of the list.
NOTE: The date range can be edited to a shorter time period e.g. one week.
The resulting statement could then be emailed to the customer.
Use the SEND/DOWNLOAD STATEMENTS action button.
Select the customer to contact and use SEND AS EMAIL action button to complete.
If needed, the statement can be downloaded also.
