Sage Intacct sync: Emailing invoices synced from Sage Intacct
Invoices marked to be emailed in Sage Intacct aren't emailed when they sync to J.P. Morgan Digital Banking Cashflow360. The invoice will need to be selected to be emailed in J.P. Morgan Digital Banking Cashflow360 manually.
Emailing an existing invoice from J.P. Morgan Digital Banking Cashflow360
- Select Invoices in the navigation menu
- Select the Invoice Number of the invoice to email
- Select More actions
- Select Email
ACCOUNT SETUP View all
QuickBooks Desktop View all
Import / Export View all