Question

Auto Send AR Invoices

  • 6 September 2022
  • 2 replies
  • 233 views

Hello.

Is there are way to have AR invoices automatically sent to the customers rather than manually emailing each invoice every day?

Thanks!


2 replies

It may depend on your version of Epicor.  I recommend looking at the Epicor ICE Tools User Guide for your specific version of Epicor.  Once you have the guide search for Auto Print.  Guides can be downloaded from EpicWeb.  We are on 10.2.500 and use advanced print routing for AR invoices.

 

We are using the Advanced Print Routing (APR) tool set to send the Invoices based on the Customer Contact marked as the Billing contact.

As always with automation, clean & consistent data matters.

Reply