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email invoice in excel
Hello Gurus,
Hoping you can point me in the right direction....
We have invoices with many lines and so our customers would like to receive a copy in excel in addition to the pdf so that they can audit them more easily. I am able to create a saved search of the invoice lines and could create a scheduled email where the 'recipient from results' is the customer email. (just one recipient per customer)
However, we use a workflow to send all our invoices to multiple email addresses per customer and would prefer to send them just that one email that has BOTH the pdf and the excel together? is this possible?
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