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Email Delivery of Formitize Subscription Invoices

Summary:

  • A feature request has been proposed to enable the automatic emailing of Formitize-related invoices (such as subscription fees, SMS account payments, etc.) to a specified email address, in addition to their availability on the web portal.

  • This feature aims to provide greater convenience and flexibility in managing financial documents.

Details:

  1. Automated Emailing of Invoices: Implement a system where invoices generated by Formitize for subscription fees and other services are automatically sent to a designated email address.

  2. Customizable Email Destination: Allow users to specify an email address in their company details where these invoices should be sent. This feature would enable users to direct financial documents to a specific email address, separate from their regular business email.

  3. Accessibility and Convenience: Ensure that these invoices are still accessible via the web portal, providing users with multiple ways to access and manage their financial documents.

Benefits:

  • Enhanced Convenience: Automated emailing of invoices saves time and ensures that financial documents are received promptly.

  • Better Organization: By directing invoices to a specific email, users can better organize their financial documentation and streamline their accounting processes.

  • Flexibility in Communication: Providing an option to choose the invoice delivery method caters to diverse business needs and preferences.

Status: In Review

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