Is there a way to get Paperless Office to combine multiple invoices for a single customer into one email instead of sending separate ones?
I'm not sure how that workflow would look - would it be to send a statement and attach copies of invoices? Would it be to send only one email at the end of the day and include copies of all the invoices generated for the customer during that day?
Other than attaching them from the paperless office folder on your network, I electronically print the invoices, then go to that folder and click on first invoice, then CTRL-click on the others and right-click to use "Send to Mail Recipient", but this is outside of the Sage Program so not for all people.
Something to consider (which might not fit all situations):
https://development.dsdinc.com/enhancement/somi-master-invoice/
Kevin,
Does this enhancement work with Paperless Office?
I don't know much about the functional details Tracy. I just heard it promoted in a conference last week so it was fresh in the mind. The PDF documentation on the DSD site implies it merges lines into one master invoice.
Send an email to [email protected] for more information... Nicole is always super helpful answering such questions.
Sorry for late reply - customer decided they were OK with OOB process. But the initial problem was that they create invoices only at month end, and then print (or now email) the entire batch at one time. Some customers get a number of invoices and have asked in the past if they could have them on one invoice and they have done so by printing then scanning, then emailing. Ugly. There are only about a dozen customers (out of 700+ invoiced each month) who have this requirement and they would have been ok with doing those customers separately from the main batch if all invoices would then attach to a single invoice. As I said, our customer has decided to go with the normal Sage 100 process and tell everyone they changed systems and it is the only way it can be done going forward. And figure out if anyone complains loudly. In my experience, laying the "blame" on a new computer system usually works, so we'll see what happens in April.
For the Sage 100 2018 Product Update 4, there was an enhancement to the Sales Order module added to allow for invoicing multiple sales orders on one S/O Invoice. This would be another way to address this issue for a customer, consolidate several sales orders onto a single invoice that would then be delivered on a single e-mail.
*Community Hub is the new name for Sage City