Works with Customer and Vendor Transactions
Identify multiple contacts to receive 1 or more transactions
Email to all selected Contacts with single button click
Schedule emailing of Customer Statements
Multi-Contact Email
Email multiple contacts associated to the transaction entity (either customer for sales transactions or vendor for purchase transactions) with a single button push. It also contains automation to email statements from the customer record on a recurring schedule (either weekly or monthly).
Transactions included:
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Estimates
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Sales Orders
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Fulfillments
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Invoices
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Cash Sales
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Cash Refunds
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Credit Memos
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Customer Payments
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Customer Statements
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Return Authorizations
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Purchase Orders
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Vendor Payments
Designate more than one contact to email transactions instead of the one email address standard NetSuite allows
Scheduling auto-emails to multiple contacts for Customer Statements
Quickly and easily email all contacts who should receive a transaction PDF
No additional requirements
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