We would like a process to be created within the software so that paper invoices can be generated in bulk.
You could select a customer on their billing page to opt-in by selecting a check box for paper invoice, and then be able to print a monthly batch of all customers who were selected.
The current process of manually finding and printing invoices for the 30% of customers that require a paper invoice is time consuming and not efficient use of the CRM, as we need to keep a secondary sheet of customers that want paper invoices and then find them manually to print.
This is a very important feature for North American users.
Reach out to support - they created a “Paper Bill” boolean custom field for us, and then some sort of special integration that made a “Paper bill” column show up on the Invoices section that allowed our finance people to filter the page by that and only print the customers with that setting enabled. They select all of the filtered list and then can download PDF invoices for those customers, and they send that out to a company that prints, stuffs envelopes and mails for us.
I believe it is working OK since I haven’t heard any other complaints about it after Support put it together for us (I don’t deal with billing/finance myself).