Hello All! Sage 2019 ERP.......We have used Paperless office forever and had relatively no issues but I fear we are not using it to it's ability (like most of this product). I'm wondering if I can do the following: I have a customer number in our system that has multiple people making orders to be shipped to multiple addresses. There is one person/email (the AP/AR person) that should have EVERY invoice mailed to them no matter who purchases. However, depending on the person that purchases (I would have them set up as a contact in the customer) I would ALSO like that person emailed along with the tracking information along with the AP person already on file. This is basically so that my customer (person that ordered) is getting an Invoice of what he/she ordered and the tracking information AND the invoice is ALSO going to the appropriate AP/AR person so that we get paid. What is the simplest way to do that? Currently, all the invoices go to the email we have on file which happens to be the AP/AR person and I have to manually go in and extract the tracking number and PDF the invoice and manually email the person that ordered. This sounds so simple and trivial and probably is. However, my brain is too overworked with other projects to think of how to achieve this in Sage. If I've left any important details out please let me know. I appreciate everyone's knowledge and support on here.
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