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Evo-ERP and DBA Classic >> Sales >> Emailing invoices
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Message started by AllanMac on 09/16/15 at 21:17:16

Title: Emailing invoices
Post by AllanMac on 09/16/15 at 21:17:16

We've recently started emailing our invoices to customers, which for the most part seems to be going quite well. However a problem arises when we have multiple invoices to the same customer in the same invoice run. Evo creates a single pdf file for these multiple invoices, which would not be a problem is customers printed out their invoices. However with some customers who have OCR technology, their systems seem not to be able to cope with that - they need either a separate email for each discrete invoice, or separate attachments for each invoice. Has anyone figured out a way to either:

create separate emails for multiple invoices to the same customer in the same invoice run, or
create separate attachments for each invoice to the same customer

Title: Re: Emailing invoices
Post by Kelloggs on 09/17/15 at 09:13:47

Sorry if I am missing something here,

But you can always "re-print" invoices one by one, and then email them right?

8-)

Kelloggs

Title: Re: Emailing invoices
Post by AllanMac on 09/17/15 at 18:07:31

Yes, we can of course do that. And that is what we do when the email bounces from their system (if it bounces at all and we don't know until we try to collect on the invoice).

If there was a process, or flag to send invoices in either separate emails, or separate attachments, we wouldn't have to interrupt our daily process to reprint and send the invoices as you suggest. Or try and remember that certain customers will only process our invoices if they are sent separately.

Title: Re: Emailing invoices
Post by Lynn_Pantic on 09/18/15 at 08:06:11

We do have adding an option for the printing of separate PDFs on the programming list of things to do...

Title: Re: Emailing invoices
Post by carie on 09/30/15 at 13:20:58

We would love that as well :-*

Title: Re: Emailing invoices
Post by AllanMac on 10/20/16 at 14:57:32

Lynn, has this worked its way any further up the list?

Title: Re: Emailing invoices
Post by Lynn_Pantic on 10/20/16 at 17:12:52

It was done some time ago. Make sure you are on the latest update with patches.

Title: Re: Emailing invoices
Post by HB on 10/25/16 at 09:39:38

Just tried it and it did not create separate PDF's

Title: Re: Emailing invoices
Post by Lynn_Pantic on 10/25/16 at 14:46:19

There is a default setting, you have to turn it on.

Title: Re: Emailing invoices
Post by David Waldmann on 12/20/16 at 09:03:23

If you don't have the latest update you can create a Customer Class (if you're not already using that feature for something else that can't be integrated) for these type of customers. Don't include that customer class in your default run, and at the end of the day print to screen and note which invoices were not printed and do them individually. Frankly I like the idea of the new feature - one more reason to install the latest update and turn that on ;D

Title: Re: Emailing invoices
Post by AllanMac on 01/10/17 at 17:22:13

Where's the default setting to turn it on? We've now upgraded to the latest version.

Title: Re: Emailing invoices
Post by Lynn_Pantic on 01/11/17 at 11:22:26

Sales Order Defaults, Setup III tab, SO-B, C, F, PB Separately email multiple SO/Quotes