Emailing Invoices

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I am wondering if there is a way to email invoices when you release the Invoice Batch List? We are using SAGE 300

Ideally we would like to release the batch at the end of the day and whatever was invoiced that day be emailed to the appropriate customer or printed to be mailed depending on the customers delivery method preference. 

Right now our process is to Send the invoices individually or consecutively (if they are in order) through the O/E forms tab.We are looking for a more efficient way to send our customers invoices. Any suggestions or ideas welcome!

Thanks, 

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    We've had success with Visual CUT (https://milletsoftware.com/Visual_CUT.htm) in the past with this.  It does take a little work to implement it but it would allow you to generate either emails or printed copies based on the customer preference, automatically (based on a schedule or on demand).  There are other Crystal automation tools that are out there. PrintBoss is another excellent program to consider since it too could do that type of routing and it offers all sorts other benefits as well.

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  • 0

    We've had success with Visual CUT (https://milletsoftware.com/Visual_CUT.htm) in the past with this.  It does take a little work to implement it but it would allow you to generate either emails or printed copies based on the customer preference, automatically (based on a schedule or on demand).  There are other Crystal automation tools that are out there. PrintBoss is another excellent program to consider since it too could do that type of routing and it offers all sorts other benefits as well.

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