E-maile fakturaer

E-maile fakturaer

En rask guide for at sende fakturaer med e-mail direkte fra Marathon

Forberedelser

Afcheck først med Kalin Setterberg for at sikkerstille, at der er mulighed, for at sende emails fra jeres installation. I visse fald må Kalin Setterberg justere indstillingerne hos jer.

System: Basisregister/JOB/Parametrer, faneblad Fakturering. Afkryds "Send alle via Fakturadistribution” og skriv en overskrift i feltet "E-mailoverskrift i faktura".

System: Basisregister/DEB/Parametrer, fanebladet Fakturadistribution. Skriv en adresse i "Afsender e-mail" hvis du vil ha en generel afsendere på fakturaerne i stedet for din egen, f eks invoice@company.com. Du kan også skrive en generel meddelelse, som vises øverst på e-mailen.

System: Basisregister/JOB/Kunder

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.