Research on the Create and send invoices or statements in our new A/R

Thomas Walker

Hi Tom Walker again……?

As an update we have built out functionality to email invoices in A/R and are working on emailing statements. Following that we will begin work on printing statements and invoices.

My question is (assuming you plan on adopting our email functionality)

1. Would your work process be - I run the email workflow first and then separately run my print process
2. Or - Would you prefer to click “go” and have the system perform both operations
3. Or - Would you want a choice to determine which option based on circumstances in your office

Thanks in advance for your insights.

Tom

LeeAnn Schmidtberger

I would like to have a choice (#3 option) due to differing circumstances that may occur in our office.

Laura Hofstrand

I would prefer Option #3 so there is some flexibility.

Wendy Croker

@Thomas Walker - I vote option 3.

Dan Hout-Reilly

@Thomas Walker Definitely option 3

Renee Ellis

@Thomas Walker

Hi … what is the current status with this update to email Client statements in AR ? I would prefer option 2 Thank you