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Sending Auto Emails with Invoice External Documents (automating invoice supporting documents)

Updated

  • Featured in the 3.4.19.07260 release.

FEATURE DESCRIPTION:

Any attachments that are saved in the document folder of an invoice can be sent out during a credit class generation. This only works when the Credit Class is set up with an invoice level filter. This will allow you to send all associated documents for reference alongside the invoice document. To upload external documents, select the folder icon found on the invoice line.

HOW TO:

1. Navigate to "Admin > Master Files > Action Codes"

2. Edit or create an action

3. Enable the "Attach External Invoice Documents" option. (Make sure you have either an email template or report assigned to the step)

4. When this action is generated, it will send whatever is currently in the external invoice document folder related to the selected invoice