Method Community

Greetings,

Is there anyway of sending selected invoices and have them get emailed out in method?

John M

John-

Currently there is no way to do this but it can be customized to do this. If you do customize this in, I would recommend being very careful you don't want to email invoices to the wrong customers and be sure to take advantage of a new feature in the Generate Report action to make use of Filter Safegard and limit it to 1 record.

-Michael

Michael,

Sounds like a plan. I will get back to you about having you do this project.

John M

John,

Were you able to do this? We are looking into doing the same thing. Please let me know if you were able to figure this out.

Thanks,

MVI

i had to put this project on the back burner. I am wondering if you really need to send out these reports.  I think as soon as you create a invoice, it will show up in the customer portal regardless.  Is that is the case we might just send out a group of emails, let say gmail to everyone saying there is a new invoice in customal portal.  just have to make sure the customers mini url is in each email.   Not shure where i am going to go with this.