Email invoices/en - Revision history

FuzzyBot: Updating to match new version of source page

2026-03-31T08:36:13Z

Updating to match new version of source page

FuzzyBot: Updating to match new version of source page

2018-09-24T15:41:26Z

Updating to match new version of source page

TR at 13:46, 5 September 2018

2018-09-05T13:46:51Z

TR at 13:45, 5 September 2018

2018-09-05T13:45:26Z

FuzzyBot: Updating to match new version of source page

2018-09-04T09:03:57Z

Updating to match new version of source page

New page

== E-mail invoices ==

A quick guide for sending your invoices with e-mail directly from Marathon

=== Preparations ===

First check with Kalin Setterberg and make sure that it is possible to mail invoices from your installation. In some cases we need to change your server settings.

{{pth|System|Base registers/PRO/Parameters}}, tab Invoicing.
Check the box ”Send all via Invoice distribution” and fill in a heading in "E-mail heading invoice".

{{pth|System|Base registers/SL/Parameters}}, tab Invoice distribution.
Fill in " Sender e-mail" if you want to use a general e-mail address instead of your personal (e.g. invoice@company.com). You can also write a genral message, that will appear on the top of the e-mail.

{{pth|System|Base registers/PRO/Clients}}

Open a client an go to the tab Invoice distribution. Select type E-mail and write the address in the fields E-mail: original.

=== When invoicing ===

A new window opens when you print out the invoices (invoice distribution is automatically opened). Select the invoices and press {{btn|Send}}. those invoices with type E-mail are sent and the rest are printed out as PDF:s. Be careful not to send deduction invoices with amount 0. Select these and press {{btn|Cancel}}., thus they will not be sent.

If you want to attach something to the invoice, select theinvoice in the list and press {{btn|Attachmnets}}, {{btn|New}} and ... to import the attachment. Save and send.

[[Category: Projects]]
[[Category: Manuals]]

← Older revision		Revision as of 08:36, 31 March 2026
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	[[Category: Projects]]		[[Category: Projects]]
−	[[Category: Manuals]]

← Older revision		Revision as of 13:46, 5 September 2018
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	A new window opens when you print out the invoices (invoice distribution is automatically opened). Select the invoices and press {{btn\|Send}}. those invoices with type E-mail are sent and the rest are printed out as PDF:s. Be careful not to send deduction invoices with amount 0. Select these and press {{btn\|Cancel}}., thus they will not be sent.		A new window opens when you print out the invoices (invoice distribution is automatically opened). Select the invoices and press {{btn\|Send}}. those invoices with type E-mail are sent and the rest are printed out as PDF:s. Be careful not to send deduction invoices with amount 0. Select these and press {{btn\|Cancel}}., thus they will not be sent.

−	If you want to attach something to the invoice, select ~~theinvoice~~ in the list and press {{btn\|~~Attachmnets~~}}, {{btn\|New}} and ... to import the attachment. Save and send.	+	If you want to attach something to the invoice, select the invoice in the list and press {{btn\|Attachments}}, {{btn\|New}} and ... to import the attachment. Save and send.

@@ Line 12: / Line 12: @@
 {{pth|System|Base registers/SL/Parameters}}, tab Invoice distribution.
-Fill in " Sender e-mail" if you want to use a general e-mail address instead of your personal (e.g. invoice@company.com). You can also write a general message, that will appear on the top of the e-mail.
+Fill in " Sender e-mail" if you want to use a general e-mail address instead of your personal (e.g. invoice@company.com). You can also write a genral message, that will appear on the top of the e-mail.
 {{pth|System|Base registers/PRO/Clients}}
@@ Line 22: / Line 22: @@
 A new window opens when you print out the invoices (invoice distribution is automatically opened). Select the invoices and press {{btn|Send}}. those invoices with type E-mail are sent and the rest are printed out as PDF:s. Be careful not to send deduction invoices with amount 0. Select these and press {{btn|Cancel}}., thus they will not be sent.
-If you want to attach something to the invoice, select the invoice in the list and press {{btn|Attachments}}, {{btn|New}} and  ... to import the attachment. Save and send.
+If you want to attach something to the invoice, select theinvoice in the list and press {{btn|Attachmnets}}, {{btn|New}} and  ... to import the attachment. Save and send.