How to print or email invoices and statements

In this lesson you will learn about using the Accredo system.

After completing this lesson, you will be able to:

•              Print Invoices

•              Email Invoices

• Email Statements

Process Flow

Invoices

Printing Invoices and Credit Notes

To Print an individual invoice, click the printer button on an invoice.

You can find an invoice in either Maintain\Invoicing System\Invoice List

or Maintain\Accounts Receivable\Customers, Transactions tab is for posted invoices while Documents tab is for unposted invoices and sales orders etc.

To print a batch of invoices, go to Reports \ Invoicing System \ Print Invoices and select from the options.

If you are wanting to print invoices that have already been printed previously go to Reports \ Invoicing System \ Reprint Invoices

Note: If an Invoice has previously been printed to screen the system considers it to be printed. Use print preview if you are not actually printing.

Emailing Invoices

To email a copy of an invoice directly from the invoicing screen click on the Printer button and choose Mail Message as Destination

To Email a Batch of Invoices go to Reports \ Invoicing System \ Email Invoices.

Note: Email Printed Invoices is for emailing invoices that have been printed before

Consolidate Emails option will put all invoices for a customer into one email with each invoice as a separate attachment.

The invoices will use the email addresses set up in the Contacts – Email Documents information for invoices

Maintain\Accounts Receivable\Customers

Statements

Print Statements

To print statements, go to Reports \Accounts Receivable \ Print Statements

Specify the range of customers and period

Only tick include Nil balances if you specifically want them!

Tick exclude email customers if you are going to send these via email

Click on Run

Emailing Statements

To email statements go to Reports \ Accounts Receivable \ Email Statements

Choose the Customer Range and Period etc.

Note: the statements will be emailed to the address specified in the Maintain \ Customer \ Contacts Tab \Email Document section

Including email from customer as reference to requests for copies of Invoices/Statements.

Alternatively, here is a suggestion that may help when sending out Invoices/Statements to customers.

Go to Reports/Invoicing System/Email Invoices and/or Accounts Receivable/Email Statements. (whichever is required).

In the Selections TAB make the necessary selections.

Then in the HTML Email Editor  TAB, enter/edit reply to the customer and in the same space you can copy/paste details/email sent from the customer. This(email) could also be added as an attachment in the Attachment TAB.

Then Run to send.

Now what you can also do in the HTML TAB is remove the CC email address is defaulting to the 'Info' email address.

Unfortunately you can't reposition the reports from the bottom of the page. 

If you were wanting to send both Invoices and Statements they would have to be done separately.