EDITION: All
RESOLUTION:
SARA has various solutions for managing documents for your customers, including invoice presentment, and supports different file types for document support.
Support for one format for each of the following (Invoices, Customer documents, Invoice documents). Format of each type could be different (ex. Invoices can be .pdf and Invoice documents could be .tif).
Invoice and Invoice documents: The Invoice is the actual file that is associated to the invoice as the actual invoice, where invoice documents are additional documents that are associated with the invoice and can be defined as internal or external.
External: Documents that will allow portal users to be able to have access to the document.
Available options for utilizing documents in SARA:
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Customer portal - invoice documents available for download
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Auto-emails - system generated emails for new invoices documents and customer portal link for download
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Auto-emails - system generated emails for reminders with attached invoice documents and customer portal link for download
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Manual email communications with invoice documents as attachment
The invoices need to created and saved either in a file location or in one of the below integrations to provide document access/availability in SARA for invoice presentment
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Invoice Form - create invoice in SARA to save to Cloud (hosted) for file location (premise)
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File location - files are created and saved to a specified location and accessible
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Anytime Docs / e2b printer can be used for File Location
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Altec Doc Link (APM+)
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FTP
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RackSpace
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Ssh FTP
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Manual document upload
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Email document