Finance & Accounting
Overview
Feature 1
Allows you to flag contacts as auto-receiving various email types (Estimates, Sales Orders, Invoices etc.).
When a transaction is saved, it emails all flagged contacts to receive copies of that transaction type.
Feature 2
Allows complete automation when sending customer statements. Not only does it allow you to specify who should receive the statement, but when. They are then sent the statement every month on this set date.
Allows you to flag contacts as auto-receiving various email types (Estimates, Sales Orders, Invoices etc.).
When a transaction is saved, it emails all flagged contacts to receive copies of that transaction type.
Feature 2
Allows complete automation when sending customer statements. Not only does it allow you to specify who should receive the statement, but when. They are then sent the statement every month on this set date.
