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Email confirmations for invoices and statements

I have a suggestion/improvement for VP, add a CC or BCC option for emailed invoices and statements. Then we could add our department email in the CC or BCC and have those emails accessible in our mail server to prove they were sent. Thanks

  • Guest
  • Jul 12 2023
AR - Accounts Receivables
Company Evans & Associates Enterprises
Job Title / Role IT
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  • Kevin Halme commented
    July 14, 2023 19:58

    For a client, we had their IT setup a mail routing rule in M365 Exchange to BCC an internal address so that we could see what was sent from Vista SM Invoice Delivery. This is fairly quick configuration for an Exchange expert. Vista configuration would be helpful, but the mail routing rule could be implemented now.

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