In Rental App you are able to send invoices and credit memos to your customers in several ways.
1. Sending invoices/credit memos from customer card
If you want to send invoices to only one customer, go to the customer's card and click on Send Rental Documents:
In Send Rental Documents field choose if you want to:
Send Individual Attachments - invoices will be sent as individual PDF files within one email
Send ZIP Attachment - all invoices will be sent within one zipped file
Note:
The system sends only posted invoices that have a status To Send - to send status have only those invoices, which are posted. In case you leave field Send Rental Documents empty, the system will not send invoices to this customer.
2. Sending invoices/credit memos by mass task
Invoices can be sent through mass task, which can be started manually or from job queue:
a) Sending manually
On the main page search Mass Document Sending:
In the displayed table, enter:
to which customers the invoices should be sent (if you leave this field empty, invoices will be send to all customers
choose the method of sending (Send Individual Attachments or Send ZIP Attachment).
Note:
The system sends only posted invoices that have a status To Send - to send status have only those invoices, which are posted. In case you leave field Send Rental Documents on customer card empty, the system will not send invoices to this customer.
b) Sending from Job Queue
If you want the system to send invoices automatically and regularly, on the main page search Job Queue Entries.
Create a new entry by clicking on button New. In field named Object Type to Run choose Report and into field Object ID to Run enter the number of report - 70502807 (Mass document sending).
Then define the Earliest Start Date/Time which specifies the earliest date and time when the job queue entry should be run.
In section Reccurence define, on which days the invoices are to be sent. If you want invoices to be sent regularly, e.g. each month, fill in the Next Run Date Formula field.
In section Process use following actions:
Set Status to Ready - click a button to run a bulk task that will run based on the conditions you specify
Set On Hold - click the button to pause the bulk job
If a situation arises that sending invoices fails, the reason for the failure will be indicated in under the button Log Entries.
Note:
You are able to change the status of the invoice by following steps:
on posted sales invoice go to Update document
choose the status of the invoice in field Rental Send Status
Follow up:
How to create reminder in general