Invoices- mailed, portal upload or emailed

24 votes

A place to check if a client wants their invoices uploaded to the portal, emailed or printed and mailed. It would be so much more efficient if, each month, I could just click a button and have all the ones I need uploaded to the portal to do so. Then click another one for all those who want it emailed and then again for those that want a printed copy.
It would be incredibly helpful if OT had this feature like QuickBooks.

Under consideration Suggested by: Stephanie Nydegger (11 Oct, '18) • Upvoted: 08 Jan • Comments: 1

Comments: 1

09 Feb, '19
John Mackey
Yes this would be very helpful. Actually in addition to this it would be great if the client could "select" their method of billing from the portal. That way we don't have to ask and the ones who want paperless would just get uploaded automatically when they're billed.
1