APM for emailing Invoices

We are on 905.701.  I'm thinking different routing lists for those with and without an email may be the easiest option.
I am new to APM and am working on getting our Invoices set up to be emailed to customers.  I have the Invoice document, routing lists, and recipients set up and working on a one off basis.. We will be printing invoices to APM in batches and I am trying to figure out the best way to account for the fact that not all customers will have an email address set up.  In that case their invoice would need to be physically printed.  If they have an email address set up it should be emailed. Can anyone provide insight on the best way to set this up?

Thanks,
Jennifer

We also use APM for Invoices.

We added an invisible field to the report that is ‘E’ if an email exists and a ‘ ‘  if not email.

If no email, we send it to our AR People that print it and put it in envelopes.

The ‘E’s are sent via APM.

 

Regards

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, February 16, 2016 1:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] APM for emailing Invoices

 

 

I am new to APM and am working on getting our Invoices set up to be emailed to customers.  I have the Invoice document, routing lists, and recipients set up and working on a one off basis.. We will be printing invoices to APM in batches and I am trying to figure out the best way to account for the fact that not all customers will have an email address set up.  In that case their invoice would need to be physically printed.  If they have an email address set up it should be emailed. Can anyone provide insight on the best way to set this up?

 

Thanks,

Jennifer


Bill Turgeon
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Coto Technology, Inc.
66 Whitecap Drive
North Kingstown, RI 02852
Phone: (401) 583-7223
Cell: (401) 368-9938
Fax: (401) 942-0920
Email: Bill.Turgeon@...
Web: www.cotorelay.com

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When setting up your routing lists, you can set one that has a criteria that if it has an email address email it and another one that if it doesn’t, it prints it.

 

Thanks,

 

Steve

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, February 16, 2016 1:37 PM
To: vantage@yahoogroups.com
Subject: [Vantage] APM for emailing Invoices

 

 

I am new to APM and am working on getting our Invoices set up to be emailed to customers.  I have the Invoice document, routing lists, and recipients set up and working on a one off basis.. We will be printing invoices to APM in batches and I am trying to figure out the best way to account for the fact that not all customers will have an email address set up.  In that case their invoice would need to be physically printed.  If they have an email address set up it should be emailed. Can anyone provide insight on the best way to set this up?

 

Thanks,

Jennifer