Re: Sending Email & Invoice, PO, S.O through the API

j.kimelman — Sun, 20 Jan 2013 17:28:49 GMT

[quote user="Method_Paul"]

-OR- after you created all your invoices using the API, sign into Method, and have a screen that loops through all your new invoices and emails them - here you can use the "Generate Report" action where the action result will contain the location of the PDF it created, and in the "Send Email" action just reference that action result.

Paul

[/quote]

Paul,

I am an accouning provider and have customers on monthly billing, set up as memorized transactions in quickbooks. I was thinking of utilizing the field service module to enter my invoices so i can email the customer from method when the invoice was created. I came across this suggestion and will try it.

By chance has this been done, so I can copy the screen?

thanks

jay

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Re: Sending Email & Invoice, PO, S.O through the API