Name of Feature/Request: Request to allow “attach Invoice as PDF notification” setting to be Reportable / Importsable
What financial, time savings, or quality of life improvements will occur from this: The ability to do an Imports for Customers to enable “Attach the Invoice as PDF in notifications” and “Attach the Credit Memo as PDF in notifications” in their AR Notification settings. | Frequency: When adding/creating a customer | This is a lengthy process to do for multiple customers.
Attempted Solutions So Far: Doing it manually
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Energy Products & Design have over ten thousand customers in their system, they would like to be able to turn these settings on for all of them, which as of current functionality would require them to do so manually. They would like to have the ability to report on this and then Imports an update so their customers can be updated automatically. | Previously accomplished: Being done one at a time.
StrivenID: 4873982