We have a big customer list and some of our customers need invoices emailed at the end of the day but if we send to all then there are many who don't want the invoices emailed to them. Is there an...
Hi Celia_B,
I will try this tip (it looks handy) but I am thinking of a scenario where after sending invoices by email to all those customers (who have been marked as Invoice delivery method "to be emailed"); the status flag in the invoice will become "Already Printed or Sent". In that case it will again be a manual selection of customers if we have to send the invoices again (some times email despatch is failed). A Custom field to mark any specific customers for the purpose of sending invoices by email; some customers ask for invoices daily; some ask on a specific day of the week and some ask monthly. The custom field can really help in this regard.