Personalized emails with sending Billing or Purchase order

Follow

Karen Cassway

• April 04, 2016 15:32

Since there is no "return receipt" or "confirmation" when sending an email document, the ability to add a personalized note (cover letter) when emailing a billing to a customer or emailing a purchase order to a vendor would be beneficial. Currently, a standard template is sent, but there are MANY times when a personalized note explaining what you are sending is very helpful.  Right now, only option is to email it to myself and then email to customer or vendor outside of Accounting Seed/Salesforce.

1

• 

  Caroline Beatson

  • April 11, 2016 15:02

  Hi Karen,

  Many of our customers add an Email Comment field to the Billing, and/or the Purchase Order objects.  This field would then be included in the email template called from the PDF format.  

  This allows you to see the individual comment on the record and send it to the customer/vendor in the email.

  Hope this helps.

  0

  Comment actions Permalink
• 

  Rebecca Ralls

  • June 09, 2016 02:25

  Along this line: Is there any way to add an attachment to the outgoing email?

  One of my clients would like to be able to send other attachments with their PO.

  4

  Comment actions Permalink
• 

  Caroline Beatson

  • June 09, 2016 14:09

  Hi Rebecca,

  Not at this time, but I'll add this as a feature request.

  Caroline

  0

  Comment actions Permalink
• 

  Mike Voelker

  • July 15, 2016 20:45

  I tend to agree with Rebecca Ralls... I have a use case just like that where I want to send supplemental attachments like the original proposal so that they can audit the invoice line by line.

  One idea to solve everyones problem is to redesign the Visualforce page stick the code into a component. Set the Global attribute on the component to allow developers to extend feature set.  I have seen other managed packages allow their customers to copy and break away from their locked down visualforce pages.  The VF page I am refering to is "BillingPDFManager".  Think of this as extending functionality outside of the box not interfering with the AccountingSeed logic.

  2

  Comment actions Permalink
• 

  James Pullman

  • November 21, 2016 23:11

  Karen,

  How do we add that custom field you are talking about? I navigated to the visual force page for the PDF but it is locked down due to being apart of the managed package?

  We want to utilize the workflow you mentioned above.

  0

  Comment actions Permalink
• 

  Cindy Oberg-Hauser

  • August 18, 2021 14:34

  We just went live with Accounting Seed last week.  The email body for the first invoice I emailed looked fake (I wouldn't open it if I received it.)  Even after personalizing the text on the invoice, the look is not professional.  Is there an easy way to save/print a pdf copy of the invoice and email it from my Outlook account?  If there is, it's not obvious to me.

  0

  Comment actions Permalink
• 

  Permanently deleted user

  • August 18, 2021 14:47

  Hi Cindy,

  Can you submit a case on this and provide a little more detail?  Possibly share the file or a screenshot.  If you don't like the look of the OOTB billing pdf, you can create your own, custom form.  

  0

  Comment actions Permalink

Please sign in to leave a comment.