This idea has been merged into another idea. To comment or vote on this idea, please visit SPC-I-4800 Auto email invoices and customer statements. .
On Customer Invoice there should be a field that says invoices delivered by email or regular mail, much like transmittals. I have a small, but growing, segment of my customers that want invoices emailed to them. Currently I have to go back to the individual customer's properties, user defined field to see if they get emailed. Why not have something on the Customer Invoice Entry screen (or buttons) that draws this from the customer Property page?
Guest
| Company | Goforth Electric, Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
About 85% of my invoices are emailed. I like the flag idea. What would also help, is if the flag is used them have it print out the email address or addresses. Some of mine go to more than one person.