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Evo-ERP and DBA Classic >> Sales >> Email Invoices Documentation
http://www.istechforum.com/YaBB.pl?num=1494619225

Message started by deburr on 05/12/17 at 13:00:25

Title: Email Invoices Documentation
Post by deburr on 05/12/17 at 13:00:25

I searched through the list for posts on how to use the emailing function for invoices, and found lots of discussion and changes in the development, but not any one piece of documentation in the web help of how to set this up and use it. I may be looking in the wrong place. Is there an article in the web help that explains it start to finish? I see in the contact manager, check boxes, and also saw discussion about using the primary contact field in an older post.

Is there any flag or setting to direct the invoice to print to printer or email automatically when printing a batch of invoices for various customers with different preferences?

Title: Re: Email Invoices Documentation
Post by prophet on 05/12/17 at 14:53:45

There is no setting in the system to make a Invoice email automatically. By Default it will always Print. To set up your email in EVO you need to go to Settings then US-A and click on the Email tab. There you will enter your settings for the email function.

Title: Re: Email Invoices Documentation
Post by Lynn_Pantic on 05/14/17 at 18:25:52

The print dialog box has options for Print, Preview, Email or File. You have to choose email. You can't print a batch of invoices and have the system automatically email some and print others.

Title: Re: Email Invoices Documentation
Post by deburr on 05/15/17 at 08:06:31

What effect do the check boxes have in the customer contact window in AR?

Title: Re: Email Invoices Documentation
Post by Lynn_Pantic on 05/15/17 at 14:36:36

When you DO choose to email it controls who gets which sort of document.