In the salesperson section, you should have an e-mail field. Then, upon invoicing, you should have an option that AUTOMATICALLY sends the invoice to the salesperson. This way the salesperson as well as the customer knows what was invoiced.

by: Allan B. | over a year ago | Operations Management

Comments

• This is a need of ours too. As of now we are managing the sales person id and their email id matrix externally (excel file) and have developed a program in Lotus to send the invoice detail (not the invoice pdf) to sales persons.

  by: Goutam N. | over a year ago

• Take a look at PrintBoss for this

  by: Rebekah H. | over a year ago

• Take a look at http://www.jeff-net.com/

  by: John W. | over a year ago