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Attach Attachments to email when sending Sales Invoices

  • 1.  Attach Attachments to email when sending Sales Invoices

    Posted Sep 24, 2020 05:23 PM
    What's the best way to send the attachments along with the sales invoices?  Having a hard time getting the system to do it automatically.

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    Samantha Mahlen
    DTYS Consulting, LLC
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Attach Attachments to email when sending Sales Invoices

    NAVUG ALL STAR
    Posted Sep 25, 2020 08:47 AM
    EasyPDF will do that:  https://dynamicsnavaddons.com/easy-pdf-email-fax/

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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
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  • 3.  RE: Attach Attachments to email when sending Sales Invoices

    Posted 30 days ago
    I'd look at Draycir's product called Spindle  https://draycir.com/spindledocumentdistribution/

    YOu can do static attachments like Terms and Conditions to other attachments like timesheets to statements, delivery slips to invoices, etc.

    richard.haywood@draycir.com is a contact I work with...

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    Kim Peterson
    Founder
    Dynamics Connections
    Battle Lake MN
    Kim@DynamicsConnections.com
    701-261-7307
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Attach Attachments to email when sending Sales Invoices

    TOP CONTRIBUTOR
    Posted 30 days ago
    We use DocumentPath from DynamicsPath to do this. Works great--you can send multiple attachments, set up various templates, etc. http://dynamicspath.com/products/documentpath/

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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Appleton WI
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    Academy - Online Interactive Learning from Experts


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