We are attempting to start e-mailing/FAXing invoices to customers right from Sage 100. In some cases, we need to include additional documentation with the invoices, but there's no way to do that.
Since invoices can already have files attached as Memos, it would be nice to have the option of marking a memo as "shared with customer", so that when the invoice is e-mailed, it would automatically include that memo and its attachments... This would increase the usefulness of e-invoicing greatly.
by: Elliot L. | over a year ago | Sales & Distribution
Comments
Contact SWK. They have a Paperless modification to attach up to 5 documents
Look into DSD's InstaDocs... works great for SO attachments to be emailed via Paperless Office.