In SM Customer, we can select the delivery method to Email. 3 Options for Delivery to: AR Customer / Service Site / Other (SM Customer). AR Customer pulls the email address from AR Customer, and Other pulls from SM Customer. However, Service Site pulls from AR Customer, and not the Service Site email address. Also, if you are viewing the invoice in SM Invoice Review (after processing but before delivery), there is a drop down on the Recipients tab for the Deliver To. However, you can't change it at this point.
Also, instead of pulling the Service Site address information when Delivery To option is selected, it is pulling the AR Customer Billing address information. BTW: The AR Customer option pulls the AR Mailing address information. It really defeats the purpose of having Service Site as an option.
Now that I know, we can work around this issue for a while. However, it does need to be addressed at some point.
Guest
| Company | HighGrove Partners |
| Job Title / Role | Controller |
| I need it... | 12 months |
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We are going to use the field in the AR Customer table for this at the moment. However, it presents a conflict because our AR point of contact for collections is normally different from the property manager that needs to receive and approve the invoice first. So, internal training with our AR Specialist as to how this field is used, and keeping it separate until another solution can be found.
What was your work around for delivering the invoice to the site?
There is also no option for alternate delivery or and option to print the invoice (for hard copy records).