Customer Invoice and Related Document Email App

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$100.00

The Customer Invoice and Related Documents Email App enables an organization to effectively manage the customer quires and Microsoft Dynamics 365 Fiance and Operation users to share multiple sales invoices to the customer with a single click of a button.


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Product Description

The Customer Invoice and Related Documents Email App enables an organization to effectively manage the customer quires and Microsoft Dynamics 365 Fiance and Operation users to share multiple sales invoices to the customer with a single click of a button.

In day-to-day business operations, an Account Executive deals with various customer queries and needs, including requests for copies of sales invoices. Manually sending invoices upon request can be a time-consuming activity. With the Customer Invoice and Related Documents Email App, a Microsoft Dynamics 365 Finance and Operations user can select posted invoices and send them to a customer in a single click of a button. An automated email is sent to the customer’s point of contact email id, as defined in the customer master record. All the customer invoices selected by the user will be printed in pdf format, zipped together and automatically emailed to the customer. Email configuration can be easily setup for this functionality to work.

Plumbline Consulting Maintenance Plan

Plumbline Consulting issues a renewable Maintenance Plan with all of our products. Your success depends on your system operating smoothly and efficiently, so it’s essential that you have high quality service. The Maintenance Plan entitles you to the following:

  • Product Updates – Receive access to all releases and updates for your products as they become available.
  • Electronic or Telephone support – Access to our knowledgeable and responsive technical support team for non-user/data related errors.

Product installation, training, data conversion, data correction, customizations and general user questions are not included in the Maintenance Plan and will be billed separately.

Maintenance Plan pricing is based on our current product list price for each module.

The first year is calculated at 19% of the product price and is renewable each year at 17% of the current price at the time of renewal.

Failure to renew your Maintenance Plan will result in cancelation of access to support staff and no upgrades on the product. To reinstate your support plan it will have to be paid in full from the last active date.

If you have any questions, please feel free to contact info@plumblineconsulting.com