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• VSTA-I-2633 /
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371 Vote

Allow invoices to be emailed/delivered from the AR and JB modules

My client would like to email JB invoices to their customers directly from JB.

• Guest
• Aug 2 2021
• Shipped

JB - Job Billing

Company	Converge Management Services
Job Title / Role	Consultant

• Comments (8)
• Votes (371)
• Merged ideas (1)

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• 
  Karl Vaillancourt commented

  March 27, 2023 20:24

  Will this update include workflow functionality and email notifications for internal reviewers/approvers?

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• 

  Admin
  Gary Gilmore commented

  March 24, 2023 23:35

  Targeted for the 2023 R1 release - putting it through QA now

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  Jamie Stinson commented

  March 21, 2023 15:29

  Is there an update on this ?

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  Jim Wagner commented

  February 09, 2023 16:30

  Is there an update on this feature enhancement from development?

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  Beverly Schulz commented

  January 17, 2023 18:45

  This is an important improvement and Vista needs to get this completed as soon as possible if not before.

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  diane adams commented

  December 09, 2022 17:30

  What is the progress on this?

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  Michelle Proctor commented

  April 20, 2022 14:15

  Has this been implemented yet? If not, when can we expect it?

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• 

  Admin
  Gary Gilmore commented

  August 02, 2021 16:23

  Look for JB email delivery in an upcoming release - working on it now.

  With email delivery of invoices available from MS, SM and JB, will an email from AR still be valuable? (AR Statements already can be emailed)

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• +271

• 348 Vote

  Ability to email invoices to directly to customers Merged

  Have a selection on customer master to email invoices, then when you process and post batch it would automatically email invoices to those customers that are marked as such.

  

  Created 09 Mar 19:02 by Sharon Karpf

  AR - Accounts Receivables / JB - Job Billing

  29 Shipped

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