Generate separate Emails for each Invoice / Credit Memo

Improve customer invoice delivery by sending each SyteLine invoice or credit memo as a separate email with a clearly named PDF attachment.

Standard SyteLine processing may combine multiple invoices and credit memos for the same customer into one email and attach them in a generically named file such as TaskOutput.pdf. This solution separates the documents based on the Customer Profile and sends each invoice or credit memo in its own email.

Each PDF attachment is automatically named using the originating invoice number, making documents easier for customers and internal teams to identify, save, and track.

Key Benefits

• Sends each invoice or credit memo in a separate email
• Uses Customer Profile settings to control document delivery
• Prevents multiple customer documents from being combined into one attachment
• Replaces the generic TaskOutput.pdf file name
• Names each PDF using the related invoice number
• Improves document organization and customer communication
• Reduces confusion when reviewing or archiving invoice emails

Installation Requirements

This product requires professional installation in your CSI or SyteLine environment. A Master Services Agreement (MSA) must be completed, and installation must be scheduled with the services team.

Before purchasing, confirm that your system or software administrator has reviewed and approved the product and installation requirements.

After purchase, you will receive an email containing the MSA and instructions for scheduling the installation.

For questions, contact help@enterprisemarketplace.net.