Anyone have an idea on how to attach invoices to a statement email? Basically the goal is to be able to send a statement together with the invoices that are on the statement.
r
Rob Cady
01/12/2021, 2:52 PM
i'm not sure you can do that, you could easily have a workflow send a statement email when you save an invoice
j
Jesus M
01/12/2021, 3:20 PM
You can also create the email from a saved search,