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Email Statements with Associated Invoices?  

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David Eichner
Posts: 6
 David Eichner
January 23, 2018 11:05 am
(@david-eichner)
6-20 Posts
Joined: 6 months ago

Is there a configuration setting anywhere in Acumatica to have the emailing of statements include related invoices PDF attached?

5 Replies
Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
January 24, 2018 3:44 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Not that I know of.

But you might be able to duct tape something together using the Merge Reports and Merging Order fields on the Send Reports (SM205060) screen since basically what you want to do is merge multiple reports together. You'd have to modify the Invoice form to print all invoices for a certain statement.

Note that you have to click the SAVE TEMPLATE button on a report for it to show up in the Send Reports (SM205060) screen and, as far as I know, the parameters get baked into the template so you can't do any on-the-fly parameter editing in the Send Reports (SM205060) screen.

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Ellie
Posts: 126
 Ellie
October 4, 2019 2:15 pm
(@ellie)
101-200 Posts
Joined: 10 months ago

@DavidEichner Were you able to figure out a solution for this?

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Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
November 6, 2019 7:30 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Also checkout this post: https://www.augforums.com/augforums/everything-else/including-file-attachments-when-printing-an-invoice/

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Ellie
 Ellie
(@ellie)
Joined: 10 months ago

101-200 Posts
Posts: 126
November 6, 2019 7:46 pm
Reply toTim RodmanTim Rodman

@timrodman

So you would attach the invoices as images?

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Tim Rodman
Posts: 2468
 Tim Rodman     ★★ All-Star ★★
December 9, 2019 8:29 pm
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Ya, not the best solution. It would be nice if we had a feature that functioned kind of like a Subreport where you can call another report from within a report, but if the feature merged the two reports together on the fly without having to use the more rigid Merge Reports checkbox on the Send Reports (SM205060) screen.

You might try adding your vote and comment to this feedback idea:

https://feedback.acumatica.com/ideas/ACU-I-1687

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