Billing Manager: send .pdf invoices via email
Billing manager is great for print invoices, but we would like a more integrated way to send email invoices through Billing Manager. Currently, we generate the invoices and then have to break them into individual .pdfs before sending via email or regular mail. It would be great if there was a one click solution to just send the invoice via email to each library.
vanaja N commented
This would be a terrific time saver.
If you could create an addon for Locatorplus, National Library of Medicine's catalog.
I would also like to be able to edit my documents in the electronic delivery window. Right now I have to save the document to a folder, edit it there, go back to the client, change the status, then send the document to the patron.
I would like to send invoices via email, using billing manager
Alison Mortensen-Hayes commented
Ideally, it would be great if the Billing Manager could connect with email and auto-email the invoices you generate, reminders, etc. using the email address information already in the program
Louis Wiethe at NDK/NCUDUK (Duke Med) commented
YES PLEASE. Why are we still sending paper bills when we deliver everything electronically.
Catherine K. commented
Atlas, Please put this on the top of your list. Putting the individual invoices into pdfs was a seriously tedious task. Some of our users have been asking us to email their invoice to them for several years now and I've had to tell them the system can't do it, which makes Illiad seem outdated.