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.

  • Guest
  • Jan 14 2025
  • Future consideration
Receivables
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  • Michelle Lampen commented
    02 Feb 20:29

    I could not agree more. I could email invoices directly from Quickbooks (our former accounting software. This is a very basic feature of accounting software. I send out MANY invoices monthly and it takes me way longer to have to export and send them via email outside of FENXT. Please fix this issue soon!!

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  • WILLIE HARRELL II commented
    07 Jan 20:14

    I think this is a basic functionality as is in any AR system such as QuickBooks and should not be planned. I feel like it is a no brainer. The last publication said 6-12 months which is a bit baffling to me.

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  • Paula Trent commented
    March 18, 2025 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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