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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Re: Emailing Statements & Invoices for charge accounts

Postby rosenort » Tue Oct 03, 2017 10:18 am

This is a necessity, not just a convenience any more. There is significant value to each shop for this service. We save time and money, plus we get paid quicker. Please let us know if this is coming soon!
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Re: Emailing Statements & Invoices for charge accounts

Postby timbre4 » Wed Oct 04, 2017 6:45 am

We are aware of this, it's on the enhancement request list and it's been discussed here several times. This will require more development discussions.

A key hurdle to get past is that mass emails (numerous recipients) can easily be flagged as spam, which is definitely a place you do not want to be.
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