Ideas for Acumatica

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Option to include relevant invoices on customer statement

Many customers request copies of their invoices when going over their statements. It is a long process to find and send all the relevant invocies. It would be a great time saver if the invoices could simply be sent with the statement for select customers. 

  • Ellie
  • Oct 17 2019
  • Gathering Feedback
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  • Craig Weitzel commented
    03 Aug 20:01

    Just to echo, the ability to embed any file in Acumatica to a report/email would be extremely helpful. My company often has to "dropship" certifications from a vendor to a customer. Being able to do so and also track (via Activities?) that it's been done would reinforce our processes.

  • Coleen McNally commented
    November 18, 2019 14:11

    This would also be a great feature for Dunning Letters as well.

  • Tim Rodman commented
    November 17, 2019 00:32

    This is a great use case and would be a powerful addition to Report Designer in general.

  • Rex Castle commented
    October 18, 2019 19:55

    The current system we are leaving for Acumatica has this option.  Our customers truly like this and will miss when we move to Acumatica.  I would be a great added feature.

  • Ellie commented
    October 18, 2019 14:47

    Ideally there would be a check mark to include the invoices or not in 2 places. On the customer billing settings as a default , then on the report level that should be able to be suppressed or enabled as well.