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Question

Emailing AIA automation

  • May 22, 2026
  • 6 replies
  • 27 views
S
Freshman I

Is there a way to email AIA invoices similar to how the Proforma can be automatically sent?

6 replies

nickcerri32
Captain II
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  • nickcerri32
  • Captain II
  • May 22, 2026

​@SUI95LMS create an Email Template for Customer Pro Formas - you should be able to link it to the AIA Report (PM644000).  Then create a business event that links to the Pro Formas screen to trigger every time a Pro Forma is released (or whatever change you want to track).  Then link that business event to the Email template you created.

Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    S
    Freshman I
    • SUI95LMS
    • Author
    • Freshman I
    • May 22, 2026

    That was the 

    ​@SUI95LMS create an Email Template for Customer Pro Formas - you should be able to link it to the AIA Report (PM644000).  Then create a business event that links to the Pro Formas screen to trigger every time a Pro Forma is released (or whatever change you want to track).  Then link that business event to the Email template you created.

    That was my original thought, but the AIA report isn’t a selectable report in the email templates or in the mailings & printing tab in projects.

    nickcerri32
    Captain II
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    • nickcerri32
    • Captain II
    • May 22, 2026

    Do you have a screenshot you can provide?  This client is on 25R2 and I can pull it in.

     

    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
      S
      Freshman I
      • SUI95LMS
      • Author
      • Freshman I
      • May 22, 2026

      I will give it a try. 

      S
      Freshman I
      • SUI95LMS
      • Author
      • Freshman I
      • May 22, 2026

      Do you have a screenshot you can provide?  This client is on 25R2 and I can pull it in.

       

      Tested and it did not attach.

      nickcerri32
      Captain II
      Forum|alt.badge.img+7
      • nickcerri32
      • Captain II
      • May 22, 2026

      ​@SUI95LMS Do you have a screenshot you can provide?

      Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
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