With a large number of Service Invoices send out each day, it would be nice to be able to do a bulk email (similar to the Direct Deposit notification emailed to employees when printing checks). The same goes for emailing statements.

by: Janet D. | over a year ago | Service Receivables

Comments

• This would take hours off our monthly routines!

  by: Heather B. | over a year ago

• This would be a huge time saver.

  by: Amy Y. | over a year ago

• Can be done with a custom crystal report contact CFO on the go

  by: Dennis F. | over a year ago

• The existing functionality already allows the user to send bulk statements. Why can't this same technology be used to send bulk invoices? The system already has all the information. A few suggestions that go along with that are: 1) allow user to select yes/no within client contact list to determine which contact(s) should receive invoice emails; 2) at a very minimum, when emailing invoices, the system shouldn't present the user with the exhaustive list of all clients; rather, only clients pertaining to the selected invoices (but since the system already knows this, then why even bother with that step? just send the email!!); 3) the system needs to be smarter about what verbiage to put into the subject line (or at a very minimum, allow the user to define a pre-determined script).

  by: John S. | over a year ago