Is there a way to email invoices once processed directly to customers through SM or AR?
Is there a way to email invoices once processed directly to customers through SM or AR?
View - Invoices (Most recent Invoices are at the bottom) Right click and select Preview - Click on the envelope (Upper right). This attaches the Invoice to an email enter your email address and send.
Correction - Envelope is Upper Left (not right). Also this is instructions for SM.
Hi Allyson,
I have a web portal that integrates with SM and AR/BL that allows you to email invoices to clients/customers. Customers can also pay the invoice (ACH or CC) via a link in the email OR they can log in to the web portal to print their invoices and statements and make payments on multiple invoices at the same time.
If interested in a demo, please send me an email to [email protected].
Thanks,
Wes Adams
CREPortals.com
Look at Sage 300 CRE MyAssistant. It can automate your invoice delivery and so much more! And it is inexpensive, especially for all you can use it for.
*Community Hub is the new name for Sage City