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Vision Product Ideas

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Created by Kiley Pingle
Created on Feb 28, 2024

Auto Email when bills are issued if email is available

Almost 11 years ago when I got hired, I was always told if we had an email in classic it would send the customer an email when we issued bills so they could set up an online account. Maybe I wasn't told correctly but it sure would be nice if this was a capability in UB2.

Every customer asks if they will get an email so they can set up an account online with their first bill and I get asked by management about 4 times a year if this is something that happens.

As the world starts going more and more electronic, this would be a wonderful addition to the program and would eliminate the amount of calls at the beginning of the month for account numbers, links, etc.

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  • Guest
    Dec 12, 2024

    We have Invoice Cloud, which is our on-line payment portal. We have been getting similar requests from our customers, Can you just email me the invoice? We just started going to the portal and putting their email address in there. But I agree, it would be nice to just send it to the email address on file. Instead of printing, scanning, and attaching to an email.