From the Menu Invoice I export certain invoices by making use of the PDF button. However after hitting the button it automatically opens. How can I disable such. I only want it to export, not open anything.
Per customer I want to mail their invoice(s) for let’s say a certain period (month March as an example). Despite that I also want to add certain text to each customer individually.
a. I gather all invoices from 4 different customers from the month March, b. and have 4 different writings as an email to send. This will result in 4 emails (customers), having all associated invoices attached per customer with their own unique writing (template).
Does the system support reading invoices (OCR)? If yes, does it also supports automatic readiness for payment?
I want to automate as much as possible; simply saves me time (so money). How does Manager fits in?