Automatically Email Invoices when Posted
N
Nate Stanley
Checkboxes next to each email address within a contact labeled "Auto Email". When checked, any time an invoice is posted for the contact it automatically emails that person a copy of the invoice.
This would be especially useful for AR accounts that do a high volume of work.
I know there is a checkbox in contact details to "Only Email Invoices" but that serves a different purpose and doesn't automatically email the invoice, and doesn't handle which email addresses to email it to.
Steve Beirnes
Could this possibly manage what types of emails go to which addresses? We have customers who want inspections emailed to one person, invoices to another and statements to yet another.
D
Dan Bryant
While it's not the best solution (also hard to find and not intuitive), support showed me how to email multiple addresses automatically. In the contact card, if you click on the first 'email' address, you can add additional emails to that line. The system will email all of those anytime you send a message.
Photo Viewer
View photos in a modal
D
Diane R. - Sandy Lane Auto
I would give anything to have this feature! A large portion of my time is spent manually emailing invoices to our customers.