Sometimes a customer calls requesting a copy of an invoice or statement. They would like it emailed, but their address is not the address already setup for the account. This happens in larger companies with multiple people in AP. I'd like to use have Electronic delivery allow me to input an email address for this specific print job if the destination is different that the email address on file.

Comments

  • I get that with Medium size companies too, one copy to AP and the other copy to a Parts guy that has to input and close out the order so he needs to know shipping cost or something.

  • Yes. This is a request I hear. Someone wants copies of invoices, so the client wants to go into Paperless, Ctl-click all the invoices, click the Electronic Delivery button & have the option to key in who to send it to.