Account Document Management
This module is very useful to manage important documents of the accounts(invoice, bill, credit note, debit note, payments).
Live Demo User Guide
This module is very useful to manage important documents of the accounts(invoice, bill, credit note, debit note, payments). It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!
- 1) Easy to manage account's documents(invoice, bill, credit note, debit note, payments).
- 2) You can send an email notification to the customer for document expiration.
- 3) You can send multiple employee email notifications at a time.
- 4) You can send notifications before/after expire the document.
- 5) You can send notifications at the expiry date of that document.
- 6) You can see the document without download that document.
- 7) Easy to send the notification using scheduled action or manually.
- 8) This module saves your time.
| Version | Details |
|---|---|
| v 14.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Categories | Accounting |
| Released | 03/08/2021 |
| Last Updated | 03/08/2021 |
| Depends | Invoicing (account) |
| License | OPL |
| Supported Browsers | |
| Tags |
This module is very useful to manage important documents of the accounts(invoice, bill, credit note, debit note, payments). It helps to send email notifications to customers for document expiration. You can send notifications before/after the expiry date as well as when the document expires. We provide a multiple email feature that helps to send email notifications to multiple employees at a time. You can see the document without download using the document smart button. This module allows sending the notification using scheduled action or manually. cheers!
- 1) Easy to manage account's documents(invoice, bill, credit note, debit note, payments).
- 2) You can send an email notification to the customer for document expiration.
- 3) You can send multiple employee email notifications at a time.
- 4) You can send notifications before/after expire the document.
- 5) You can send notifications at the expiry date of that document.
- 6) You can see the document without download that document.
- 7) Easy to send the notification using scheduled action or manually.
- 8) This module saves your time.
| Version | Details |
|---|---|
| v 14.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Technical name | sh_account_document |
| Categories | Accounting |
| Released | 03/08/2021 |
| Last Updated | 03/08/2021 |
| Depends | Invoicing (account) |
| License | OPL |
