Acrobat for invoicing multiple customers

[aaron_4673]

Hello,

We’re looking for a tool that can take a batch of invoice PDFs generated weekly, split them by customer, and automatically email each one to the appropriate address from a list we provide. Our current system sends too many emails at once and triggers Microsoft 365 rate limits, so we’re exploring solutions that allow better control over batching and delivery. Ideally, we’d prefer something on-premise or with the ability to throttle outgoing mail.

Can, and then how can, Acrobat be used to such ends?

Thanks

[Dave Creamer of IDEAS]

Do you use an accounting system? Most of them have that option. If not, you could look into a database such as FileMaker. 

[aaron_4673]

For the sake of this inquiry, we do not use an accounting system--the invoices are generated in an application for scale ticketing (think truck scales), then some of the data on the invoices (not all) is imported into our accounting system. The invoice version that the accounting system produces is insufficient for our customers' needs.

[Dave Creamer of IDEAS]

As mentioned, you could use a database such as FileMaker or Access. Depending on the complexity, you could even use a mail merge with Word and Excel. 

[aaron_4673]

I did see that--thanks! Can you point me to any resources that explain how Excel/Word or Access can be used to break up the batch of invoices into their per-customer files?

[Dave Creamer of IDEAS]

I use FileMaker for my invoices. It can email invoices directly. 

If you google "create separate pdfs from word using mail merge" you will see a number of options. You will have to do some homework to find the best option for you. (The Excel aspect is really a stardard part of using mail merge.)

For Access, google "email pdf invoices from microsoft access" and you will see a lot of info, inluding:

https://learn.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/manage-billing-notific...

[try67]

This can probably be automated using a custom-made script, which I can create for you (for a fee, of course), but more information is needed.

If you're interested, feel free to contact me privately by clicking my user-name and then on the blue "Message" button, and we could discuss it further.