Prevent Invoices from Being Emailed

Hi @rcreasy 

Could you please create a UDF filed in Invoice Screen “ DONOT Send Email”  

Type - Checkbox

When ever user enable the checkbox then configure a Business event to trigger an email for Disabled invoices only,

Using Business event we can send only invoices to required customers only.

Thanks

@rcreasy - It can be set at the Customer Class level or the Customer level to not email invoices.  See the below.

@StevenRatner Thanks for the answer. But, I need to do this at the invoice level. A customer may sometimes need the email, sometimes not.

The checkbox for Don’t Email is used with the option in Customers | Billing tab for Send Invoices by Mail when used in Process Invoices and Memo.

Not having the option Send Invoices by Mail selected:

will automatically have the option Don’t Email selected in an invoice:

which results in the invoice NOT showing on the Process Invoices and Memos for the Action Email Invoice:

@manikantad18 I need to prevent users from using the action menu to email  invoices.

Hi @rcreasy 

We can do the above ask using “ Access right by screen “ and revoke the access to required role.

https://community.acumatica.com/configuration-and-installation-114/is-there-a-way-to-prevent-specific-users-from-being-able-to-use-the-email-functionality-18351

There is a setting on the Sales Invoice for this, it will default down with the value on the customer but you could change it manually or by a business event if there is a condition to when it should/should not be ticked

@dcomerford that is the checkbox I mentioned. It does not prevent emailing in our system.

How are you truggering the emails to send ? You could use a Business Event/GI to check this field so these invocies are excluded.

@dcomerford manually via the action menu.