I need a SAGE guru to help with emailing statements / invoices
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Post a project like this3377
£100(approx. $125)
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- Remote
- #657070
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Business Consultant, Website Design, Website Development, PHP, WordPress, Web App, Mobile App, Branding, Designer, Business Plans, Business Support, Presentation, Adviser, Analyst, Strategist, Advisor
City of London
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Description
Experience Level: Intermediate
Industry: Business
Kind of support: Software
Description of support work: We currently use Sage for all our invoices, sales orders, statements, bank receipts etc
We have managed to stumble on a way to send invoices and statements by email, however i don't think it is the right way. It crashes my email when sending invoices at the end of the month, and we have to manually apply filters to ensure the correct ones are being sent. I want someone to set up Sage 50 Professional so that i can email invoices and statements based on the customer email address held within the system, on a weekly or monthly basis, in the best way possible,.
Even better would be if it could group all the customers invoices into one email.....but that might be asking a bit much
Extra notes:
Kind of support: Software
Description of support work: We currently use Sage for all our invoices, sales orders, statements, bank receipts etc
We have managed to stumble on a way to send invoices and statements by email, however i don't think it is the right way. It crashes my email when sending invoices at the end of the month, and we have to manually apply filters to ensure the correct ones are being sent. I want someone to set up Sage 50 Professional so that i can email invoices and statements based on the customer email address held within the system, on a weekly or monthly basis, in the best way possible,.
Even better would be if it could group all the customers invoices into one email.....but that might be asking a bit much
Extra notes:
Andrew C.
100% (1)Projects Completed
2
Freelancers worked with
2
Projects awarded
50%
Last project
13 Feb 2015
United Kingdom
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