Tips & ideas for using the mgmt software

Emailing Statements & Invoices for charge accounts

Emailing Statements & Invoices for charge accounts

Postby JSnider2323 » Thu Sep 15, 2016 2:03 pm

I currently have a few hundred accounts for fleets that charge on a normal basis. Traditionally we have been printing Statements and mailing them at the end of every month since around 2004.

For the last few years I have had many accounts that want emailed copies of both all the invoices and there months statement.

It takes me a very long time to go through each invoice and print it via PDF or even email it directly via Report Pro (bolt on) one by one. I have to save them all as an invoice number then attach all of them to one email and send it to the company.

Is there any way I can email multiple invoices at once through shopkey? Or even email multiple statements all at once to there email address within the system?
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Re: Emailing Statements & Invoices for charge accounts

Postby artadot » Fri Sep 16, 2016 4:00 am

I agree, I would like to have this available as well
There are no mistakes only lessons to be learned. ~ Dot
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Re: Emailing Statements & Invoices for charge accounts

Postby Kingdom » Fri Sep 30, 2016 3:52 am

Absolutely that would be nice
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