TaiRox Resend Invoices
Send Documents to Resend Sage 300 Orders and Invoices to Customers
TaiRox CRM and Collections lets you resend any Sage 300 documents – such as orders or invoices – and any miscellaneous attachments to multiple customer contacts in less than a minute.
- Select any of the company and contact email addresses in CRM. Cc and Bcc values can default to prior values.
- Select any prior A/R and O/E documents to add as attachments.
- Use a previously-saved email template or type the body of the email on a standard email form.
- View all past emails and attachments on the customer’s Communications tab.