In this article we will go over how to set up billing so that the invoices can to be emailed to a customer.
- How to Setup Billing so that an Invoice can to be Emailed to a Customer
- How to Set up an Invoice Message
- How to Setup Email (“To”) at the Customer Level
- How to Email an Invoice
How to Setup Billing so that an Invoice can to be Emailed to a Customer
To set up billing so that an invoice can to be emailed to a customer:
1. Click on the Customer tab of the Division Settings.
2. Enter the name and e-mail address of your billing person in the Return E-mail fields.
NOTE: Currently, the system is NOT sending a bounce back message to the sender for invalid e-mail addresses.
How to Set up an Invoice Message
To set up an invoice message:
1. Click on the PR/System 2 tab of the Division Settings.
2. Entered text appears without formatting or line breaks in the actual email.
How to Setup Email (“To”) at the Customer Level
To set up email at the customer level (Consolidate Location flag is set):
1. Select desired Invoice Options: Email or Print and Email
2. Enter E-Mail address in the Format tab of the Customer Master.
NOTE: Currently, if you wish to use multiple email addresses please enter them into the E-Mail field with a semicolon (;) and a space in between each entry.
How to Setup Email (“To”) at the Location Level
To set up email at the location level:
1. If billing is set at the Location level, select desired Invoice Options: Email or Print and Email
2. Enter E-Mail address in the Billing tab of the Location Master.
NOTE: Currently, if you wish to use multiple email addresses please enter them into the E-Mail field with a semicolon (;) and a space in between each entry.
How to Email an Invoice
To email an Invoice:
1. Select the Click To Download File link. That will open the Valiant Online File Repository.
2. Select Click here to download to open the file download screen.
3. Select Open for viewing/printing purposes or Save to store the file on your local PC.
NOTE: The invoice is stored until the Attachment Expiration Date