I’ve searched all over and not found a ‘quick’ solution, and unless I’m blind, I don’t see any way this is already built into SuiteCRM, right?
To send an invoice to a customer today, we’d go into the invoice record, click Send PDF, change or add the TO: contact if necessary, then hit Send…
What I’d like to have is either upon creation or in a nightly scheduled workflow, invoice PDFs are auto-emailed to the appropriate Contacts on the Account. (We have a field on Contacts where a user can choose that they should receive Invoices)
Seems like this is a more complicated project than just a logic hook… or is it? I’m a bit surprised there’s no way to accomplish this today with workflows or a scheduled task that exists; seems like this would be a common need.