New Member
Posts: 32
Registered: ‎04-04-2017
Kudos: 2

Postal Bill and Email Bill

Hi

 

Is it possible to set a client to recieve a email bill and a postal bill?

 

Thanks

Ubiquiti Employee
Posts: 4,155
Registered: ‎12-10-2015
Kudos: 1471
Solutions: 315

Re: Postal Bill and Email Bill

Hi, the email billing is the default behavior of the UCRM invoicing. Besides this, you can check the "Invoice by post" checkbox in the client's profile which will mark all the future client's invoices as "to be sent by post". Then you can filter such invoices, print them in a batch and send them.

In the future, it would be possible to use some 3rd party tool integration to handle the physical post sending on behalf of you. Note that this integration can be managed by a plugin, you can discuss this or request such a plugin in the UCRM plugin forum: https://community.ubnt.com/t5/UCRM-Plugins/bd-p/UCRMPlugins
New Member
Posts: 32
Registered: ‎04-04-2017
Kudos: 2

Re: Postal Bill and Email Bill

Ok so its one or the other. You can't have the invoice emailed and be marked to be sent by post at the same time. Correct?
Ubiquiti Employee
Posts: 4,155
Registered: ‎12-10-2015
Kudos: 1471
Solutions: 315

Re: Postal Bill and Email Bill

No, both can be done at the same time. The invoice is sent by email when the client has an email address mark with the "billing" tag - check out the client contact types while editing the client's profile.