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When emailing invoices from ProContractor the To field does not automatically populate unless you add a Contact record to the Contact / Routing tab of that invoice. This takes as much or more time than looking up the email address and manually entering it. It would be nice if there was a more streamlined approach for users who are emailing large amounts of invoices to their customers.
Elan Gansberg
| Company | Viewpoint |
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Both and even smaller contract jobs will only get 1 invoice so the ability to have the email address auto populate for both would be huge.
What type of invoices are you doing Aaron? T&M customer or contract?
That is efficient when multiple billings go to the same customer but we do smaller service work where its 1 invoice and duplicating that info or searching for the email when billing is very inefficient.
Sounds like a billing contact needs to be setup on the Customer record so that it can pull appropriately when generating the invoice and emailing. Sound right?
We send out hundreds of invoices each month and this would save a huge amount of time. I hope this can be done ASAP.