AR Email Invoices

About

Accounts Receivable

Invoicing

Email Invoices allows you to send a batch of invoices via email. Invoice batches are selected by Invoice Session. Customers must be set up to receive Invoices by email in Customer Maintenance.

Set up

1. Configure and test Email Reports settings (done by GivenHansco) if Email Reports has not been previously setup.*
2. Activate Email Invoices/Statements functionality (done by GivenHansco)
3. Edit Customer information in Customer Maintenance.

-Add/Edit Contact including email address

-Set Contact to receive Statements and/or Invoices via email

1. Run Email Invoices and click on the Setup Tab.

-Select Invoice Form (ARINV)

-Modify the email format if desired. Data fields are enclosed in []. You may drag or type in additional fields listed on the right and/or customize the text.

Using the Program

1. Run Print Invoices. Note the option to “Print Invoices to be Emailed”.
2. Click after printing click “yes” to update invoices
3. Run the Invoice Register. This will include all invoices both printed and emailed.
4. Run Email Invoices.

-Select the invoice session. The invoices for that session that are to be emailed will be listed.

-Modify setup on Setup tab if desired.

-Click OK to email invoices. The invoices for each customer will be attached as a pdf file attached to a system generated email.

Tips and Tricks

• Setup Customer Email address in Customer Maintenance
• Any report is available to be sent as an attachment to email. When printing a report, select “email” as the printer from the printer dropdown list.

System Options

Email Reports Must be setup and working to process Email Invoices