Can anyone tell me how to email invoices from Sage 300 Construction and Real Estate? We are looking to do everything electronically rather than snail mail with our invoices and statements.
Can anyone tell me how to email invoices from Sage 300 Construction and Real Estate? We are looking to do everything electronically rather than snail mail with our invoices and statements.
MyAssistant is your best answer - it is a fantastic product. Not for a person that is not techie! For the average users MA is better, but it is more expensive. But if you need support Sage will assist. If you use visual cut Sage will not help.
You can use the send feature within Sage 300 CRE to send each invoice out individually but that is a pain. I don't think you have the Send feature with Statements though.
MyAssistant can be set up to do this for you automatically. You can set it to send invoices/statements nightly or weekly or whatever time frame you select. I think it's the best option.
I would suggest a product called "Visual Cut" it very inexpensive and has been working with Sage for over 10 years at least. My clients love it. Check out the video's on the website.
Millet Software (Crystal Reports Utilities)
The main difference is Visual Cut runs only on Crystal reports no RD designs. But it is very user friendly and you can get setup for less than $500.00 with personalized support included with your purchase.
We print to PDF and attach to an email.
When you print to PDF are able to select individual invoices? Or do they all print to PDF in one file?
*Community Hub is the new name for Sage City