Invoice Contact Support

Invoice Contact Support addresses specific needs for accounts with customers that have multiple and/or different contacts responsible for various invoices or types of invoices. This functionality is invaluable for accounts or users with heightened security or customers who only want certain AP contacts to view and access only certain invoices.

This means that the automated workflow can get even more granular, allowing for the ability to:

• override or add contacts at the invoice level

• send separate auto-emails to invoice contacts

• attach an open invoice listing specifically for the invoice contacts

• create an automated email with a 'magic link' for Self-Service access restricted to only the invoices by contact

Examples and use cases:

• National accounts (parent / child), providing restricted access to the Child invoices

• Bill To / Sold To – providing restricted access to the Sold To invoices

• Construction / Jobs – providing restricted access to specific jobs only

• Legal / Cases – providing restricted access to specific cases or matters only

• ERP systems with limited contact sync/support

Additional information and ERP support:

• Epicor Invoice Contacts

• QuickBooks Invoice Contacts

• Intacct Invoice Contacts

• Generic SQL