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Using a workflow to bulk email invoice PDF
Hello, I am wanting some advice on how to setup a workflow action for send email. I am wanting to send Invoices to customers but want to attach the Invoice PDF that is shown on the Invoice when we click print. I have a saved search that brings in the invoices we will need to send.
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How do I change the 'default' customer statement?
When sending an email to a customer, on the Attachments tab, there is a checkbox to 'include statement' We are trying to change the statement that is being sent to the client of the Standard Statement (ID stdtmplstatement) to a Custom Statement (ID custtmplstatement). Where do we find the place to make that change so that…
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Why the Invoice pdf file will not open with Accountant Role?
Hi all, We have an issue when we use the Accountant role in a non-OneWorld account. The user (who did the entry) cannot open the links under the Communication tab on the Invoices that are sent to the customers. When we replicate this scenario in a OneWorld account the link is active and the user, under the same role, can…