Add the ability to group emails by customer when sending out forms to vendors / customers using Paperless Office in MAS 90 / MAS 200. If you are sending 5 invoices to one customer send email with all invoices instead of multiple emails.
by: Laura C. | over a year ago | Sales & Distribution
Comments
This is an excellent suggestion and would really help limit e-mail traffic for high volume companies.
Come on Sage this is a year old! :-) We(Sage)are the laughing stock out there in the business world. This is something that should have been implemented from the start. I keep waiting and hoping. I just received another request from a client so I decided to comment on it.
I have a customer who just implemented Paperless Office for Invoices. They said it saves them an hour a day. However, some of their clients have complained about getting 10 emails in a day, instead of 1 email with 10 invoices. They may have to "unimplement" for those customers.
Over the past 6 months I have had 6 more client (end users) ask for this. Please look into this.
Status please?!
This would have been great a few weeks ago when our customer asked us to re-send two months worth of invoices. I can assure you, they were less than thrilled to receive 140 individual e-mails with only one attachment each.
We are just now using the emailing invoice function within Paperless and it surprised me that this isn't already set up this way. I heartedly vote YES on this one!
Unfortunately we have many vendors who require that only 1 invoice be attached to an e-mail. I think Sage should should add a setting for send 1 e-mail for each invoice or send multiple invoices in 1 e-mail and this should be a customer based setting, not global for Paperless office.
This is a major issue for us. We've had several customers who refuse to receive their invoices separately. We have to print them, scan them (as one document) and email them outside of MAS. We also have a couple of customers who's fire wall spits out most of the emails if they receive several from the same address in a short period of time. Please, please add this as an option!! Paperless is a truly wonderful feature. Paperless with Happy Customers would be even better!
This would be a very helpful feature for people selling to large corporations and government entities.
This will be very helpful.
Yes, many clients havae requested this (option to group invoices together or send each separatly. Also see the suggestion to send emails during posting, not printing process. AP and PR do this with ACH and Direct Deposit. The invoice is not final until you post...
I agree that this would be a helpful feature.
We just implemented paperless office to eliminate the human error of sending self created pdf's to the wrong recipient. I never dreamed a customer would receive all individual emails per invoice. I'm waiting for the blood curdling scream from the customer who finally agreed to receive their invoices via email and came in this morning to 24 emails. I do like the suggestion Kevin T made regarding making it an option to group or send as individual and not a global decision.
Sage, are you working on this? I have one client who must still be processed manually because for some reason he isn't wild about getting 345 emails each month. And I agree, this should be customer or group-specific, not global--some customers DO like one invoice per email as it makes it easier for their paperless filing process. Perhaps in conjunction with the National Accounts feature, this could become one of the most powerful tools you could offer.
Can we get an ETA?
PLEASE revisit this. It is crucial to be able to quickly send a customer all the invoices they need in one email. It is painstaking and cumbersome to save each document and then attach it. It directly impacts our ability to efficiently communicate to our customers and adds an additional barrier to collections.
DSD InstaDocs enhancement has this functionality! One email per customer invoice batch! You can check it out here!
https://www.dsdinc.com/enhancements/marketplace/products/sodm-instadocs
Agree! Need the option in Bill To Customer Maintenance to use the paperless office settings from the Bill To account. Currently, Sage only sends to what is set in the Sold To account. Since this is typically a many to one relationship, it would be easier to maintain in the one account rather than in the many.