For many of our clients, we have to send additional backup with our invoices. The SM Module does not currently allow for this.
At the moment, the only solutions I can see as options are:
1) print invoice, and then scan along with the other documents, and then manually email.
2) set the email address to our accountant, and then send out attaching documents as a separate PDF (which most of our customer will not accept).
Guest
| Company | HighGrove Partners |
| Job Title / Role | Controller |
| I need it... | 3 months |
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This exists. The one thing that would improve this is if you did not have to have an attachment type required to attach SM Work Order attachments to the invoice. It would be nice if you could select any attachment from the consolidated attachments for that work order to attach to the invoice. Many times we do not have an attachment type assigned to an attachment.
Do we have an idea of when this will be released?
Will this work for work order attachments that are linked to vcm? These attachments have .clif in the file name. So will the customer be able to open them when they receive them?
Will this work with work order attachments that are linked to vcm? Those attachments will have .clif in the file name. So will the customers that receive them be able to open them?
I have been following this suggestion thinking Subcontract Estimates (and attachments) need to be able to attach and email with the AP payment - I was seeing SM and thinking Subcontract instead of Service Module - so I guess I would like to add that wish to the list since you are going to put this into development. Thank you!
This feature is currently in development. Thanks for everyone's comments.
The majority of our invoices are emailed out, which is thousands! We are having to send all of them out manually because this isn't an option. This would save so much time for us! If it would be possible to pull attachments from the work order associated with that invoice to send, that would solve our problem. Right now we can not utilize this WONDERFUL feature of emailing invoices, because we can't automate attachments to go along with the invoice.
We agree with this suggestion as well. Why not utilize the same functionality as the Create and Send in PM?
This would allow us to start utilizing the mass emailing feature in service management if this functionality existed. We also have extra attachments that we have to send with our invoices.
We agree with the suggestion. In our company, the creation of an invoice in the SM module involves an extra step where we must use Adobe Acrobat to assemble the invoice pdf with the backup documents before sending out as an email to our customers.
We would also like to see the same feature added to the AR invoice module.