Product Description
Attach supplementary files to your BCTI and AR Invoices and have them sent in your single and bulk email runs.
This App allows additional important information to be sent with the emailed PDF copy of the invoice. It means you no longer need to save a copy of the invoice to send outside of Greentree, but instead your supplementary documents can be attached to the invoice and sent together from Greentree. On the App Module Control, an attachment type is set, and any documents that are attached to the invoice, assigned with that attachment type, will be sent with the PDF Invoice.
Important Notes
- We recommend that you test the configuration of the App thoroughly in a test system prior to deploying the App in your live Greentree system.