Emailing Invoice

Forum|Forum|1 year ago
September 18, 2024
4 replies
33 views

Megan Robbins

It would be really helpful if we could select who can receive the invoice email. Not every team member on the project needs to receive the invoice.

AviaE

Hi @Megan Robbins! Avia from the product team here

We are currently working on selecting recipients in smart files! We will update you when it’s released :)

TRP Marine
Newcomer
Forum|Forum|1 year ago
September 18, 2024

This would be super helpful.

We have clients that have a staff member or coordinator that handles billing for them. Those clients don’t typically want all the communications/emails/invoices, but just want everything in the end of month report from their staff member. Several of these clients do want to actively engage with us, ask questions, and have access to our completion report. Currently, we are creating a second workspace for those instances, and adding that coordinator to the second space, so that we can invoice from that workspace. It’s a bunch of extra steps that would be streamlined if we had this as an option.

TRP Marine | Ensuring every Captain is always ready to cast off

Like

Megan Robbins
Author
Forum|Forum|1 year ago
September 18, 2024

This would be super helpful.

We have clients that have a staff member or coordinator that handles billing for them. Those clients don’t typically want all the communications/emails/invoices, but just want everything in the end of month report from their staff member. Several of these clients do want to actively engage with us, ask questions, and have access to our completion report. Currently, we are creating a second workspace for those instances, and adding that coordinator to the second space, so that we can invoice from that workspace. It’s a bunch of extra steps that would be streamlined if we had this as an option.

Clever work around. Thanks for sharing. Too much for us though it would cause confusion so I hope that update comes soon.