Do your customers often ask for a copy of all their outstanding invoices and credit notes? We bet they do, and it probably adds several hours work to your month end! This App lets you send all outstanding documents to a customer in one PDF on one email. Saves time and your sanity when having to send each one separately.
A new Email / Print Invoices button is added to the Customer Maintenance screen.
Clicking the button opens a window where Invoices & Credit Notes may be selected individually, or collectively based on the filters at the top of the screen.
Select Email or Print from the Options section at the bottom of the window. If emailing, you may choose between consolidating all documents into one PDF attachment or sending them as individual attachments.
Choose specific document forms or allow the App to use the Customer's default form settings.
Finally, click on the Email or Print button at the right of the window to complete the process.
3 Reviews Hide Reviews Show Reviews
We've got a number of clients who want us to send a copy of each invoice with their statement each month. Collating them all is a nightmare, so this app is a real time-saver!
Accounts team love this app. Now they leave me alone!
[Ed. Ability to do Credit Notes and Invoices/Credit Notes for Child Accounts added in Apps4GT3d@2-10 package]
Excellent app. Saves us a lot of time when sending multiple invoice copies via email. The selection criteria is also very flexible.