Research on the Create and send invoices or statements in our new A/R
Thomas Walker
Blackbaud Employee
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)
- Would your work process be - I run the email workflow first and then separately run my print process
- Or - Would you prefer to click “go” and have the system perform both operations
- Or - Would you want a choice to determine which option based on circumstances in your office
Thanks in advance for your insights.
Tom
1
Comments
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I would like to have a choice (#3 option) due to differing circumstances that may occur in our office.
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I would prefer Option #3 so there is some flexibility.
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@Thomas Walker - I vote option 3.
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@Thomas Walker Definitely option 3
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Hi … what is the current status with this update to email Client statements in AR ? I would prefer option 2 Thank you
0
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