Question

Customer Invoice Event

  • 18 October 2023
  • 3 replies
  • 45 views
A
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We have an invoice PDF event set up to e-mail invoices to our customers.  Each customer has their own event.  Can we have one event and connect/utilize data from the Customer Master File to e-mail invoices to our customers.

Event per customer time consuming and not as easy to manage.

Appreciate any information.

 

Gena

3 replies

Vimukthi Mahakumbura
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Im wondering why you could not use Report Rules for this..

https://www.linkedin.com/in/vimukthi-mahakumbura-9b2296aa/
PRODQ
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Userlevel 6
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Are these Customer Order invoices?  Apps9? 10? Cloud?


You should be able to set the customer up such that invoices are automatically emailed to them as opposed to being printed. 

Linda

Linda
PRODQ
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Userlevel 6
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I know there are some differences in Apps9 to Cloud setup

In Apps9 are a few ‘rules’/conditions

  • There’s a tickbox on the Customer/Order/Misc Info

 

  • Enter the email address on the Comm Method tab
  • Pick up that email address on the Customer/Address/Order Address tab
    • Pick up the “Reference” on the Customer Order
  • I think that was all the conditions!
Linda

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