Accounts Payable Contact
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Kevin Bedard
We send a formal "invoice" through the messages option at the conclusion of each order.
Most of our customers are larger companies that have an AP department or billing email address. This is more often than not someone different from the contact we are working with.
Currently, Printavo allows us to check the "Send copy" button and get a copy from Printavo sent to us.
Is it possible for Printavo to create an option within each customer profile to enter an AP contact and email address? Could this coincide with an additional button through the messages feature that would allow us to copy the AP email address when we send the invoice?
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Heath Shuford
complete
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Marc Elliott
Heath Shuford Will there be something put out that shows the best way to implement the new feature?
Heath Shuford
Marc Elliott: We have added a page to our support documents. Hopefully this helps.
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Curt Crossman
Heath Shuford This is only partially functional. When manually requesting a payment through the + Payment Request button it still defaults to the purchaser's email. There are instances where an automation for a payment request doesn't work and this update does not completely address the issue. Is there any plan to default to the Billing Contact (or have a dropdown of contact emails) when manually sending payment requests?
Heath Shuford
Curt Crossman Hi Curt, there currently is a dropdown when manually sending payment requests, where you can search and select who to send the request to. The Billing Contact is labeled and anchored to the top of the dropdown to make it easy to find. You can also use shortcodes in your automations such as [contact-billing-email-address]. Hope this helps!
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Curt Crossman
Heath Shuford Thanks Heath, appreciate that feature. It wasn't an option when I commented on December 5.
Heath Shuford
in progress
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US SafetyGear, Inc
This would be a TOP priority for us! We are finalizing implementation and discovered we will need to push the detailed information back to our ERP system to send the invoice to the correct contact.
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Donna Williamson
I see it is planned but when do you think it will it be in effect.
Heath Shuford
planned
Anthony Mesias
Merged in a post:
Separate Contact Person For Accounting
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Alec Carr
It would be great if there was a way to have a separate contact for billing. We have a lot of customers that have someone who does the buying and someone who does the billing and have received complaints that the billing people are seeing the mockups which they don't care about.
Anthony Mesias
Thank you everyone for the feedback. We do have this idea that looks to be in progress:
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Deanna Smith
Anthony Mesias - yah thank you!!
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Marc Elliott
I don't k now why this is taking so long. It's been mentioned many times already and it's such an obvious need. They can simply create another field in the contacts for "billing email" and then a short code for that email to use when sending invoices
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Dominic Tancredi
Agree. One bigger issue is that, in the Customer file/screen, there's no field for "role" or "job title". It's up to us to memorize who everyone is on the customer's team.
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Lucricia Woodside
Please make this upgrade
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