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Hi @Michelle Jabanes-Oracle, Sorry about that! I will keep this in mind for any queries I may have in the future. Fortunately, with the info you gave me about the Transaction Body field, I was able to figure everything else out from there. Thank you very much!

in Automatic Dunning Emails - Per an invoice, with invoice attached as PDF Comment by Btota Aug 31, 2022 5:30PM

@Michelle Jabanes-Oracle , Do you know how I can create a "flag" system on an invoice level? Based on the below screenshot, I can only create this saved search for customers or projects. ... Is it possible to create a "flag" system on the project level and then somehow use that saved search to send auto-emails for…

in Automatic Dunning Emails - Per an invoice, with invoice attached as PDF Comment by Btota Aug 30, 2022 2:29PM

Hi Michelle @Michelle Jabanes-Oracle , Would you be able to provide the steps for me to a build an auto-email workflow that includes invoice attachments? Or could you point me in the right direction? I have visited many websites and forums in an attempt to figure it out but the only auto-email workflows I can find is for…

in Automatic Dunning Emails - Per an invoice, with invoice attached as PDF Comment by Btota Aug 29, 2022 3:49PM

Hi @Michelle Jabanes-Oracle , Thank you for the quick response! I checked our install bundles and we do not have the Dunning Letters installed. Do I need this installed in order to send emails with invoice attachments? Or am I able to do this by building a workflow? Best, Bobby

in Automatic Dunning Emails - Per an invoice, with invoice attached as PDF Comment by Btota Aug 25, 2022 4:03PM

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