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Invoicing Features in Detail
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How to Email Invoices to Customers

This process is very similar to printing invoices.

 

From the Site Administration Menu click on the  browse icon to access the Search for Orders/Invoices feature. 

 

The first step is to enter search criteria for the Orders you want to invoice.  E.g. if your policy is to invoice orders once they have been fulfilled you would set Order Status to Fulfilled and set Include Previously Printed Invoice to No.

 

You also need to set the Invoice By option to Email Only.

 

Click  .

 

PORTALPRODIGY will find and display all orders matching your search criteria, as shown below.

 

 

The next step is to select which of these orders to invoice.  You may select them individually by placing a checkmark in the select checkbox or you may click on the  button to automatically select all of them.

 

The next step is to click .   PORTALPRODIGY will open a new browser window where it will create an invoice for each of the selected orders.  The Invoices are created in HTML format and automatically emailed. 

 


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