Sage 200 UKI Ideas Portal
Some departments would like Sales invoices to go direct to them, whilst other areas need their invoices to go to the main invoicing / accounts contact setup at Sales Leger level
If we could add a tick box on the delivery address to override the main Invoicing Email address setup in contacts at Sales ledger level and use the delivery address email address on the delivery address record, it would be great.
| Idea Benefit | Keeping all customers happy |
| How do you solve for this problem today? | I cant i have to send them all out and wait for the customer to complain before sending again and overtyping the email address with the delivery address email address |
| Product Variant | Sage 200 Professional |
This can be done already. Set up an analysis code on the order, something like "Email to delivery address", values Y/N. Then in the Report Designer, Invoice layout, Email settings, change to "To:" expression to something like this:
SOPOrderReturns.AnalysisCode1="Y"?SOPInvCredDelAddresses.EmailAddress:SLCustomerAccounts.ContactEmailAddress
(With the relevant correct AnalysisCode number!)
unfortunately this would not work for those systems where customers like the NHS auto scan pdfs and do not log in to portals for Invoices - most invoices are read by OCR and logging into a system manually would not suit my customer needs because of this, perhaps both options could be available
Thanks for the idea, we're working on introducing new functionality called the Customer Account Portal which would alleviate the need to send out emails with invoices attached. This sounds like something that might benefit you and your customers. We recently sent out a customer survey for this and we're keen to speak to customers about this. If you're interested could you can complete the survey, it contains more information on this new functionality, from there I'll reach out to set up a call.