Invoices

Invoices can be sent by email. If PetroSoft receives email, this shouldn’t be difficult. What have you tried or what isn’t working?

I have not tried anything yet but in research part of project. I need to automate the system so that our system will send digital invoice directly to the customer using Petrosoft. 

Should i ask to Petrosoft first? Or need to setup something in acumatica?

You would need to setup email in Acumatica first. Here’s an overview on how to do that. If they are using Office365 or G-suite, you’ll need to use OAuth 2.0, which can be rather complicated and will likely require involving their internal IT team or an MSP, since it requires access to their email host.

After that, you’ll need to set up automation to send the invoice. You could use a Business Event to do this.

From there, it’s a matter of receiving the email into PetroSoft, which I can’t help with.

Do i need to do coding for business events or I can do that using SM3020PL ?

No code. Maybe this will help.

Thankyou so much…

I have created business event on invoices. but I want to send invoice directly to  my client  after this business event triggered.. How can i do this? any recommendations?

The business event should be configured to send an Email Template. The email template should be configured to send to the billing contact on the Invoice. All you’d have to do is set up your client’s email in the billing contact section of their Business Account.

Keep in mind, unless you put restrictions on the Business Event, this will function for all invoices in the Generic Inquiry it’s based on.

this is my event.

THis is my email template.  I am in testing phase.
 

now all email is still empty.. 

Yeah thanks issue resolved. Now checking pending process

451  STARTTLS is required to send mail [SN7PR04CA0229.namprd04.prod.outlook.com 2024-02-23T18:05:42.177Z 08DC344064AAC3FA]


what to do with this?

Your System Email Account needs to use TLS (in green)