Auto Send Monthly EKM Invoices

31 votes

Monthly EKM Invoice Is Sent To Requested Email Address Automatically (Rather Than Manually Checking To See If It Is Available)

Done Settings Suggested by: SecureFix Direct (07 Mar, '19) • Upvoted: 11 Apr • Comments: 8

Comments: 8

20 May, '19
Barry Clark
yes this would be a bonus
08 Nov, '19
Paul
This would be good, especially if the invoice could be sent before payment is taken. Currently I see the payment has been taken from PayPal, but there is no invoice available to enter on our accounts for a few days, either leaving the PayPal balance out of sync on our accounts, or making more journals than should be necessary.
14 Oct, '20
Peter Skeggs-Gooch Merged
Hi Folks,
I thought I'd just add this idea.
As a small business owner I have to be an expert in marketing, website development, social media, staying up to date on legislation and accounting.
To me I'd find it SO helpful to have an email from EKM each month telling me, my account had been debited for my subscription & attached is a pdf invoice for me to print for my accounts.
Perfect. !! You just saved me another 5 minutes having to login, find the page, download it and print it. It's just right there in my inbox for me.
Perhaps it would need to be password protected pdf but we have a password for our EKM login, it could be the same.
Maybe I could specify an email address for it to go to help keep my inbox tidy.
With all the technology available to you EKM folks this would be a huge help to those of us who are short of time, it is very precious.
It might be okay if it was just the odd one or two but I seem to spend half a day having to do this.
I'm sure I can't be alone.
T
08 Dec, '20
Barry Merged
Yes & also to our own customers as well it needs to be automated not 20 year old PDF link we have at the moment that probably goes into junk folders, we need to move to 2021
12 Feb, '21
Hari Krishan Sohal Merged
invoices to be emailed to accounts department, rather than logging in every moth to download, its a nightmare!!!!
this is done by all other providers
16 Feb, '21
Eve Bolan Admin
"invoices to be emailed to accounts department" (suggested by Hari Krishan Sohal on 2021-02-12), including upvotes (1) and comments (0), was merged into this suggestion.
17 Feb, '21
Eve Bolan Admin
"PDF Invoices to EKM Users" (suggested by Peter Skeggs-Gooch on 2020-10-14), including upvotes (3) and comments (1), was merged into this suggestion.
11 Apr
Eve Bolan Admin
This Suggestion has been marked as 'Done' - if you contact the Customer Support Team, they can set it up for you. :)