A/R Invoice Additional Email Variables & Change Attachment file Name

SUGGESTED
  1. Which are the A/R Invoice Email Variables for the following;
    1. Invoice Number
    2. Invoice Description
    3. Invoice Date
    4. Invoice Due Date
    5. Shipment Number
    6. Entered by.
  2. How to change the Invoice/Statement Attachment file Name from tmp... to Customer ID & Invoice Number
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  • 0

    Did you ever figure this out.  It should be doable without PrintBoss.  For most of my clients the attached pdf has the file name - ARDINVO.rpt for example.  So  I can change that to what I want.  For one client however, the file name is tmp.....   If you did figure this out  I'd be interested to know how you resolved it.

  • 0 in reply to BethMcNally

    Good Morning Beth, fyi, we recently completed a project that delivered a razor-templated html email, with associated text version, optional inclusion of a dynamically-named report for Invoice (Order Confirmation & Shipment Advice workflows also available). This is a workflow package built within our EnableTRANS framework and can be run ad-hoc, or via scheduled service with logging and notifications. The emails to send and the templated data are provided via a query & advanced transformation pipeline. Shipment Advices or Invoices can also include the carriers shipment tracking link. So, there are more advanced email pipelines available, but delivered as 3rd-party packages or customizations however. Cheers, Derek 

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  • 0 in reply to BethMcNally

    Good Morning Beth, fyi, we recently completed a project that delivered a razor-templated html email, with associated text version, optional inclusion of a dynamically-named report for Invoice (Order Confirmation & Shipment Advice workflows also available). This is a workflow package built within our EnableTRANS framework and can be run ad-hoc, or via scheduled service with logging and notifications. The emails to send and the templated data are provided via a query & advanced transformation pipeline. Shipment Advices or Invoices can also include the carriers shipment tracking link. So, there are more advanced email pipelines available, but delivered as 3rd-party packages or customizations however. Cheers, Derek 

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