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22

Ability needed to send invoice to contacts without portal access

  • Live
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 Orin Safko

SuiteDash recently gave us the ability to send contracts from the platform to contacts that have not yet been invited to our portal. This is great!

Unfortunately, this is still not possible with invoices. Yes, we can copy an invoice link and manually email it to a contact that hasn't been invited to the portal. But for those SuiteDash users that are intentionally not using the portal, this adds a step to the process.

Please enable the ability to send invoices from the system to contacts that have not yet been invited to the portal just like you did for contracts. Thank you!

  • 07-07-2021 -
A

Activity Newest / Oldest

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Mike

Status changed to: Live

D

DJ Manager

ability to type any email when sending an invoice. It looks like there are a few ideas posted along this line so I don't want to create another idea. But I want to be able to send an invoice to a contact AND any email as well.

I have a client who is primary contact of a company but has another company and I need to send invoice to the correct email. I am not sure if invoice goes to primary email or "work" or "home" email. It's not clear.