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View Full Version : Export Invoice for Mail Merge


CMA
06-08-2007, 03:32 PM
It would be nice to have a report for all recurring invoices ready for generation, so I could mail merge to print the envelopes for mailing of the invoices.

K Software
06-08-2007, 03:35 PM
That shouldn't be hard to add. What format would work best for you? Something you can open in Excel (TSV/CSV probably) with the Bill To information for each invoice?

CMA
06-08-2007, 05:23 PM
CSV with company name and bill to address would do it.

Also, it would be nice to have the customer number available in general. I don't know how many other users have external unique customer IDs from a different system, but I imported customer numbers from my primary database. It is helpful to be able to reassociate records.

K Software
06-08-2007, 05:43 PM
I'll put that on the To-Do list!