Hi Matthew, thanks for the response. Your idea sounds interesting. Yes, we already have a whole quickbase aging set up for our specific customers. Each record has a unique bill# transaction on it. A few of our team members are responsible for creating and attaching the unique invoice pdf to each record. We�d create a quickbase report that filters only the customers we�d send to daily, one criteria being maybe �days past due�, and create a checkbox for email sent, etc...
Our idea, if a unique link could be created for each invoice...would be to set up a daily automated job to run and email out these invoices to customers. The invoice link would be part of a collections reminder notification, per se. We would likely set up automation using the Quickbase Desktop application which we use regularly. Would that be possible?
One other question about the link for the invoice � would clicking on that �invoice link� require the recipient to register with Quickbase, or would they be able to view the invoice straight from the email?
Thanks much for your time, and help
Hi QuickBasePros...thank you for your response and idea. We don�t really want to have this go through a third party. We actually have a third party we probably could use for this, but we wanted to try and manage this effort ourselves if possible. �If� we can�t find a solution ourselves, we�ll likely go with them. But greatly appreciate the feedback about the ExactFormsPlus option! :o)