In AR, I would like to be able to send out invoices via email.

Monthly we create 100 invoices to different clients. We then print all of the invoices to PDF. Save as separate PDF's and attach to emails in outlook to send to clients. It would be nice if there was a way to send the invoices to clients directly out of their profile in FE via email.

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  • Jan 14 2025
  • Future consideration
Receivables
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    • Paula Trent commented
      18 Mar 14:35

      100% agree that it's time to bring electronic billing capabilities to Accounts Receivable, there's a similar email feature already being used in NXT Reporting, allowing reports to be emailed to internal or external recipients, including an option to set up a recurring schedule of emails

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