VISION: Billing - Emailing Invoices

In this  article we will go over how this function allows invoices to be emailed to customers.

• Division Settings
• Invoice Message
• Email Setup (“To”) Customer Level
• Location Level
• Emailing Invoices

Division Settings

Return E-Mail Info

Appears in the cc: area of the email

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.

Invoice Message

Appears in the body of the email

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.

Email Setup (“To”) Customer Level

1. If billing is done at the Customer level (Consolidate Location flag is set), select desired Invoice Options: Email or Print and Email

2. Enter E-Mail address in the Format tab of the Customer Master. 

Note:  Multiple e-mail addresses can be entered with a space and a semicolon (;) in between each value.

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: Multiple e-mail addresses can be entered with a space and a semicolon (;) in between each value.

Emailing Invoices

To the right is an example email. 

1. Select the Click To Download File 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.