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Email invoices but not credit memos

  • February 2, 2022
  • 5 replies
  • 150 views

xkylewrightx
Varsity III
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Is there a way to permanently exclude credit and debit memos from the Print/Email process? 

 

IE we would like memos to permanently not show up on Print Invoices and Memos screen (filter not really acceptable) and not trigger the Invoice notification template defined in AR preferences

 

Thank you!!

Best answer by Naveen Boga

Yes @xkylewrightx  You can use the Filter setting like below and do the process.

 

Hope this helps!

 

5 replies

Naveen Boga
Captain II
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  • Captain II
  • February 2, 2022

Hi @xkylewrightx  You wanted to hide the Email Invoice action for the Credit and Debit Memo document types?

If yes, we can hide this action using workflow automation steps in the customization package.

 

 


xkylewrightx
Varsity III
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  • Author
  • Varsity III
  • February 2, 2022

@Naveen B No, that action can stay. I would like AR508000 to ignore every document type except invoices. 

I am thinking now that a shared filter may be the cleanest approach 


Naveen Boga
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • February 2, 2022

Yes @xkylewrightx  You can use the Filter setting like below and do the process.

 

Hope this helps!

 


xkylewrightx
Varsity III
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  • Author
  • Varsity III
  • February 2, 2022

Yes @xkylewrightx  You can use the Filter setting like below and do the process.

 

Hope this helps!

 

Yes went with this approach for now. Thank you


Naveen Boga
Captain II
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  • Captain II
  • February 2, 2022

Great :) Thanks for the update @xkylewrightx