Difference between revisions of "Email or Print Invoice"

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(Created page with "Once the invoice is created it should be immediately sent to the customer. # Go to the invoice. # Click '''Print/Email'''. # In the menu, everything above the ...")
 
 
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#      Click '''Print/Email'''.
 
#      Click '''Print/Email'''.
 
#      In the menu, everything above the horizontal line is a report you can print. Select anything below the horizontal line to email the report to your customer.
 
#      In the menu, everything above the horizontal line is a report you can print. Select anything below the horizontal line to email the report to your customer.
 +
#      Setup [[Email Template]] to create canned and dynamic preformed text for your email.
  
  

Latest revision as of 18:44, 2 November 2017

Once the invoice is created it should be immediately sent to the customer.

  1. Go to the invoice.
  2. Click Print/Email.
  3. In the menu, everything above the horizontal line is a report you can print. Select anything below the horizontal line to email the report to your customer.
  4. Setup Email Template to create canned and dynamic preformed text for your email.


PrintInvoice.jpg


A common invoiced used is the Standard Invoice – Order Items report.

To remove some of the reports from the Print/Email menu:

  1. To to Reports module > Customize Reports.
  2. Click Search > Search Standard.
  3. Double click on the report you want to remove from the menu.
  4. Select the Availability tab.
  5. Uncheck Invoicing (circled below).
  6. Click Save.


ReportAvailability.jpg