Email Customer Invoices – ONLY Invoices

We are looking to start using the email invoice feature in NS and need a little help getting that set up. Here is what we are looking for:

Specific customers only that will want their invoice emailed to them upon creation. They want the Invoice ONLY, not SO or any other document. ( we still have a lot of customers that want them mailed, not emailed thats why specific customers only)

We checked the box on the customer record for Send transactions via EMAIL but now they are getting SO’s along with the invoice and thats not what they are looking for. If anyone can help me with a solution to this, it would be greatly appreciated!

Rookie Asked on March 15, 2022 in How To's.
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2 Answer(s)

try using workflow to send out this invoice emails to customers.

Create a workflow – transactions>invoice
trigger on create (not view or update)
add a “send email” workflow  action – use the include transaction option either HTML or PDF or both, can create a custom message with dynamic fields such customer name, invoice number, total amount etc.

Advanced Answered on March 15, 2022.
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Adding to Sam-I-Am’s suggestion, we use a workflow to send invoice emails.

We have three companies working with different currencies (AUD, EUR, USD) and have created three custom email templates, one for each company/currency. The workflow controls which template is used, based on the company.

RE: Email Customer Invoices - ONLY Invoices

Rookie Answered on March 22, 2022.
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