Sage 100

Sage100 Advanced 5.30.5 How can a customer know that paperless invoices were emailed/sent ? (Writing a question after the Webcast thread is like a comedian going up right after Robin Williams.... ) There is a ""sent"" flag in the customer viewer, but it does not appear to be 100% accurate - in some cases the flag is N, but the email was sent. They have set up a secondary email, in addition to the client, pointing to a mailbox on their own server, and send a copy of the email there, so if they are looking for a specific invoice, they can find out if it was sent by searching for the invoice number in their own email. They are looking for a way to more pro-actively confirm that all emails from the day have been sent... Does anyone have any experience with this, and or an idea for a solution ? Thanks ... Jeff

Everything I've seen is ""include another email on the cc:"". I know that all our invoicing is electronic (outside of Sage we use Freshbooks) and it's very hit or miss. Emails go to spam all the time and people say they didn't receive them. I do not think with email delivery there is any perfect solution to this. We have the ability to view whether someone opened an invoice but on higher security sites sometimes those trackers are blocked so I view that as only a partial solution. TL;DR: Haven't found a perfect way to do this and don't think it's a Sage issue so much as an email issue. Naturally for bigger volume and more important ""customer must view all invoices"" consider $ome type of portal via CIMcloud, etc

I have done the same with several clients, cc all e-mails to an in-house address. Added benefit is when the customer said they didn't receive an invoice, we can forward from that internal e-mail rather than regenerating and they can see that it was actually properly addressed and sent on the original date.

Here is a very helpful link I got from @BethBowers most recent monthly newsletter showing that paperless office e-mails can be stored in the sent folder if the customer is using office 365. https://support.microsoft.com/en-us/help/4458479/improvements-in-smtp-authenticated-submission-client-protocol

And I got that helpful link from @WayneSchulz newsletter - must give credit where credit is due!

Subscribe - http://eepurl.com/dIcyo

I think I recycled that from here

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Internally, I am using Office 365 Enterprise E3 and I have an Azure Active directory. I use version 2018. My invoicing shows up in my sent box.