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automatically email or print depending on BP/BP conatct

former_member230931
Participant
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Hi All,

Can you setup the system so for example for certain customers AR Invoice is sent automatically via email and other customers  AR Invoice is printed? Ideally we want to control this at a customer contact level, preferred method email/fax/print.  Is this possible?

Thanks

Accepted Solutions (1)

Accepted Solutions (1)

julie_jamieson2
Active Contributor
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There are some add ons that can manage this for you,

We use a tool called Visual Cut, and schedule runs at night, emailed ones are sent & printed ones are printed to a printer, ready for mailing in the morning.

The issue with this is you need a DI add on to update the print status of the documents to reflect that they have been sent

former_member230931
Participant
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thanks, in the past we used Auto Docs (from Streamline) and it works well without a DI Add on

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