Email Invoices from your Document Queue
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This process emails invoices from the document queue to customers, including custom invoices. It is an eAgent replacement for emailing invoices. It will also include the link to the payment portal if you are using our payment process. It will be installed in test mode so you can review before sending to customers. Once you're ready to go live you need to disable your current eAgent task that emails invoices from the document queue.
Run Schedule: Daily
Type of Output: Data Push and Email
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Sample
Sample
Email to Customer:
Daily Summary:
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Variables
Variables
Variable W: Enter Invoice Type(s) to include., Options: Sales, Contract, Proposal, Service, Misc
Variable X: Enter Branch Number(s) alert fires on (list multiple branches separate by commas) OR leave blank for ALL branches.
Variable Y: Enter Customer Type(s) to exclude, leave blank to not exclude any
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Alert Functionality
Alert Functionality
1. Emails the invoices from your document queue that are set with a send method as email to your customers.
2. It can be customized with your logo and whatever verbiage you like in the body of the email.
3. We will install in Test Mode first, so you can review results and function first. We will only take out of Test Mode once you've given us your permission to go live.
4. The invoice it sends will use whatever report definition that you used at the time of invoicing. So if you have a customized invoice for certain customers it will send the custom invoice.
5. Sends one email per invoice, just like eAgent task does.
6. Will send $0.00 invoices IF you have this set in Tools \ Options \ Company Settings \ Reports.
7. Will include the link to the payments site, if it's an invoice that went through the payment sync (our ID669 process).
8. Sends Daily Summary of any invoices it wasn't able to send due to invalid or missing email along with a count of the invoices that successfully sent.
9. Once you're ready to go live, you need to disable you're current eAgent task that emails invoices from the document queue.
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Best Practices & Tips
Best Practices & Tips
1. Once you're ready to go live, you need to disable you're current eAgent task that emails invoices from the document queue.
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Related Alerts
Related Alerts
ID669 - On Line Payments
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