...
For more information on the Debtor Invoices module, see refer to the Knowledge Base article here: https://technology.bytangram.com/space/TGKB/2007040017/Debtors+>+Debtor + Invoices.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
SENDING YOUR INVOICES IN BULK
Once the invoices are approved, the status will change to ‘ready for print’.
Go to Finance finance & Administration > Debtors > Debtor Invoices > Ready for printadministration module > debtors sub-menu> debtor invoices
Then go to the ready for print tab
...
Select the invoices you want to send:, by checking the check box
...
Or if you want to select all, you can click the select all box: icon
...
Once you’ve made your selections, click on the ‘attach invoices to email’ button:
A pop-up will appear with a question :- 'Set the print status = OK for chosen invoices?'
Clicking YES yes will move all of the selected emails invoices to the Finalized finalized tab.
It’s advised to do this as others will know
...
which invoices have been emailed.
Your email drafts pop-up will also show on the right:
...
If you’ve got multiple invoices to the same debtor, the system will automatically group them into the same email.
Now that the emails are drafted, you can click on each email to check the details i.e. email addresses, content and attachments:
...
Once you’re ready to send, you can click send in the pop-up composer box
Or, if you’d rather make your changes and send later, click close. The , the changes will be saved.
To send them all at the same time, select all of the invoices and click on send selected emails:
...
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|