Emails combined by Bill To customer?

Posted By dsilber over 9 years ago

I have been asked by several clients if there is a way to send one email per customer per invoice batch instead of separate emails for each. Has anyone heard of a solution for this issue?

Example: Customer 00-ABC has 5 invoices in the batch (could be different ship to addresses or could be the same). With Paperless Invoicing enabled, they will get 5 emails. Customer 00-ABC would prefer one email with 5 attachments (or a zip file) so my client turns off email for customer 00-ABC, prints the invoices to paperless, opens customer viewer, saves the invoices to her desktop, then attaches them to an email manually.

Would love to find a solution.

0 BadgerJerry over 9 years ago

I use Knowledgesync (Sage Alerts and Workflow) for this.
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0 dsilber over 9 years ago in reply to BadgerJerry

Really? Would love some details. Knowledgesync is combining the pdfs into one pdf or one email with multiple pdfs?
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0 BigLouie over 9 years ago in reply to dsilber

With Knowledge Sync you would create your own report/invoice and KS would generate it and send it out. You would NOT be using the standard Sage 100 form codes.
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0 dsilber over 9 years ago in reply to BigLouie

Interesting, last time we talked to KS about it, they said it was on their list of things to look into, but she didn't think it was something they can currently do.

I'm not following the logic of what the report would contain that would be generated separately for each bill to customer to be emailed. Can you give me some more specifics? Thanks!
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0 BigLouie over 9 years ago in reply to dsilber

The Sage 100 invoices use Works tables to hold data. The printing program creates the tables which do not exist until created and populated. This is why you cannot use the tables outside of Sage 100. To send out invoices with KS you would need to create them from scratch in Crystal and save them to the Knowledge Sync Reports folder on the server. From there KS can run the report and send it out.
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0 dsilber over 9 years ago in reply to BigLouie

Thank you. So I think the key here would be to group by Bill to then by invoice number and page break at each new invoice number? Sorry to ask so many questions, but thank you for indulging me!
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0 BigLouie over 9 years ago in reply to dsilber

Correct-A-Mondo
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Emails combined by Bill To customer?

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