Difference between revisions of "Email invoices"
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| − | == E-mail invoices == |
+ | == E-mail invoices == <!--T:1--> |
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A quick guide for sending your invoices with e-mail directly from Marathon |
A quick guide for sending your invoices with e-mail directly from Marathon |
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| − | === Preparations === |
+ | === Preparations === <!--T:3--> |
| + | <!--T:4--> |
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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. |
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. |
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| + | <!--T:5--> |
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{{pth|System|Base registers/PRO/Parameters}}, tab Invoicing. |
{{pth|System|Base registers/PRO/Parameters}}, tab Invoicing. |
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Check the box ”Send all via Invoice distribution” and fill in a heading in "E-mail heading invoice". |
Check the box ”Send all via Invoice distribution” and fill in a heading in "E-mail heading invoice". |
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| + | <!--T:6--> |
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{{pth|System|Base registers/SL/Parameters}}, tab Invoice distribution. |
{{pth|System|Base registers/SL/Parameters}}, tab Invoice distribution. |
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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. |
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. |
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| + | <!--T:7--> |
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{{pth|System|Base registers/PRO/Clients}} |
{{pth|System|Base registers/PRO/Clients}} |
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| + | <!--T:8--> |
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Open a client an go to the tab Invoice distribution. Select type E-mail and write the address in the fields E-mail: original. |
Open a client an go to the tab Invoice distribution. Select type E-mail and write the address in the fields E-mail: original. |
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| − | === When invoicing === |
+ | === When invoicing === <!--T:9--> |
| + | <!--T:10--> |
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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. |
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| + | <!--T:11--> |
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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 theinvoice in the list and press {{btn|Attachmnets}}, {{btn|New}} and ... to import the attachment. Save and send. |
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| + | <!--T:12--> |
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[[Category: Projects]] |
[[Category: Projects]] |
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[[Category: Manuals]] |
[[Category: Manuals]] |
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Latest revision as of 15:31, 24 September 2018
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.
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".
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.
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 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 Cancel., thus they will not be sent.
If you want to attach something to the invoice, select theinvoice in the list and press Attachmnets, New and ... to import the attachment. Save and send.
