Email invoice attachment

​@dsimmerly You mean any files in the invoices are attached to email?

Using Business event we can attach the invoice report in the email automatically.

​@Manikanta Dhulipudi Invoices have non ACM documents attached.  These attachments need to be sent along with the Invoice document via email 

​@dsimmerly 

In the email template screen, there is a tab called "Attach Reports." Using this configuration, you can automate report attachments when sending invoice emails. Please refer to the screenshots for guidance:

• Left Panel: Select the report and specify the attachment format.
• Right Panel: Define the parameters to match the report with the screen.
  
   

  

   

​@ranjithduraisamy72 The attachments that need to sent with the invoice are not ACM reports they are pdf and jpg files related to the invoice and saved as attachments to the invoice 

Hi ​@dsimmerly 

For automatically attaching invoices to emails in Acumatica 24R1, you have several configuration options:

1.Through AR Preferences (AR101000):

Under "Print and Email Settings" section, enable "Print Invoice"

Also enable "Attach Files to Email" if you want files from the Files tab included

2.Via Report Assignments (SM202510):

You can set either the default AR641000 invoice report or your custom report

This will be used automatically when emails are sent

3.Using Notification Templates (SM204003):

Create/modify an invoice notification template

Configure specific reports to attach under the Message tab

Useful when you need multiple report attachments

4.Customer-specific settings in Customer (AR303000):

Override default settings for individual customers

Customize which documents get attached for specific customers

These settings work for both manual sending and batch processing through Process AR Documents (AR503000).

Hope this helps.

Hi ​@Ankita Tayana - I am in 24R1 but do not see “Print and Email Settings” on the AR101000 screen? Nor do I see “Attach Files to Email”.. could it be we are on the wrong build? And just to confirm, if I were to enable this, this would send out any pdf attachment we’ve saved under the Files section on the invoice screen, correct? And would this also work when sending emails/invoices out in mass using the “Print Invoices and Memos” screen?

Did anyone ever find if these buttons existed?  We are on the construction version and could not find them in any of the preferences. 

Hi ​@mdavolt - yes, I opened a case with Acumatica and they confirmed they do not exist and sending all attachments is not an option yet.

Thank you - We  reached out to our  Business Partner do a customization for this.  Just wanted to make sure we weren't missing something.  Additionally we are going to have them give us the ability to print  multiple PDF’s of AP invoices for T&M support.  Both of these functions, i was surprised weren’t available when lower end products address this.  The good news is the product is very flexible and can be customized to meet these needs.    Apprecie your reply Ashley   Have a great rest of the week.  

{BaseUrl}/AcumaticaERP/entity/DefaultAP/29.200.001/Bill/000038/files/TestFile.pdf

not able to delete and edit bill attachment