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SARA
Setup & Configuration
Document Setup

Articles in this section

What is the Base Path, Dynamic Path and Dynamic Invoice Name in Site Options?
Reporting Groups - creating activities for printing/mailing customers
Invoice Document Support By Company
Document Support - Invoice Form - create invoice and save as PDF to cloud
Invoice Document Support - Email Invoice Documents into SARA
SQL Doc Access
Invoice Presentment - Document support
Invoice PDF variables for Text as service sync
Invoice Documents - Path and Variables -File Location
Reporting Groups: Creating Activities for Printing/Mailing

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Customer Level v. Invoice Level

September 18, 2024 13:00 Updated

8-9-2017

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