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Microsoft Dynamics GP (Archived)

Email invoices - can the AR module do this?

Posted on 7 Sep 2012 14:02:34 by Microsoft Employee

We send out 85% of our invoices via email today, can GP's AR module do this?

And, does it have to go through MS Exchange or can we send them out via any ISP's email service?

 

Thanks.

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  • Nielsen Tom Profile Picture
    Nielsen Tom 115 on 05 Dec 2012 at 15:52:26
    Re: Email invoices - can the AR module do this?

    Hi Jack,

    Please feel free to take a look at Liaison Messenger EDD. Messenger EDD automates business form and report distribution and uses your existing reports.  All your end user does is print through Dynamic GP's normal print procedure, selecting either a single invoice or a batch, and print with the Messenger EDD print driver. Messenger will then distribute the form based on rules you set up at initial configuration.

    For example, through the single print selection:

    - Distribute the Invoices to the customer's preference (print fax or email)

    - Archive a copy to desired folder

    - Print a hard copy to attach to other paperwork

    - Attach a static attachment like terms and conditions

    Set up similar rules for Sales Orders, PO's, Statements, EFT remittances or even shipping documents like Packing Slips, Picking Tickets, Bills of Lading and International docs.

    For more inforation please reach me at 800.811.4618 x201 or go to our website at www.liaisonsc.com

    Best Regards,

    Tom Nielsen

    Liaison Software

    800.811.4618x201

    www.liaisonsc.com

  • Community Member Profile Picture
    Community Member Microsoft Employee on 10 Sep 2012 at 13:58:50
    Re: Email invoices - can the AR module do this?

    Thank you, everyone, for your responses, I think my question was answered by multiple parties.

    Have a good day!

  • Suggested answer
    Tom Bevan Profile Picture
    Tom Bevan 115 on 10 Sep 2012 at 07:43:41
    Re: Email invoices - can the AR module do this?

    Hi Jack,

    As said by Frank, you can handle the emailing from GP, However, another option to look at for intelligent document automation from GP is Spindle Professional.

    www.draycir.com/.../index.php

    It is sold by almost all of the GP resellers in the UK and along with delivering the docs by email/fax etc - it can also auto-archive and index GP docs to SharePoint, CRM and use dynamic form designs too.  

    Give me a shout if you'd like a demo - its really easy to set up and is a relatively low cost option.

    Thanks,

    Tom

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on 07 Sep 2012 at 16:36:40
    Re: Email invoices - can the AR module do this?

    Jack, GP 2010 definitely handles this.  Your Outlook client is utilized to email documents and can be used with any ISP.  However, if you're talking high volumes, definitely take Richard's suggestion and also have a look at Liaison's Messenger product.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on 07 Sep 2012 at 14:27:42
    Re: Email invoices - can the AR module do this?

    You will find the most flexibilty when it comes to emailing invoices by using the eMail Manager product from Binary Stream.

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