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Hi Germinal,
Sometime we have to add a detail to an invoice (that can be an XL, PDF, DOC,...). In those cases, we download the PDF (invoice) and send it with the detail via our mail client.
When we do that, our invoice has a non-send status in IM. Is there a way to manually toggle the status to 'send' or to enter the send date manually. Now we sometimes confuse ourselves when we see one that seems to be not send via IM.
Alternatively - would be great if it would be possible to add an attachment to the mail containing the invoice (PDF). That way we can still send from within IM, have a correct status displayed and with the detail attached to it.
Thanks,
Mario
Sometime we have to add a detail to an invoice (that can be an XL, PDF, DOC,...). In those cases, we download the PDF (invoice) and send it with the detail via our mail client.
When we do that, our invoice has a non-send status in IM. Is there a way to manually toggle the status to 'send' or to enter the send date manually. Now we sometimes confuse ourselves when we see one that seems to be not send via IM.
Alternatively - would be great if it would be possible to add an attachment to the mail containing the invoice (PDF). That way we can still send from within IM, have a correct status displayed and with the detail attached to it.
Thanks,
Mario
Responses (6)
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2Sorry, I meant the need to add additional details to an invoice. The notes/remarks field does not always allow the type of detail that has to be added. eg. An XL sheet or a warranty document (PDF) or,...
Would be great if all this can be added to the invoice when it leaves IM towards the customer...-
Germinal Campsmore than a month agoI see. we will think about it. thanks!
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0Hi Kyle,
As a workaround for a Terms and Conditions field: I have added this (T&C) to the code of the template so that it always appears as a last page when printing an invoice or quote.
I had the same request for Germinal last year, but have been using my method successfully for over a year now.
Pro: it becomes part of the invoice or quote, so it is always send to the customer when you create a PDF or when you hit the send mail button. Once you have the format right, it's easy to duplicate the code to any other templates you are using.
Con: I had to configure it on all templates I'm using. In the previous version of IM, where there was no multi-lingual support, I had a template for 2 languages. Next to that, I have international customers who require specific VAT statements to be mentioned on the invoice. Since IM does not have custom fields for this, I configured different templates. Next to this, we have templates for invoicing, quotes, orders, and delivery notes ;o)
What I'm trying to say is that each change to the Terms and Conditions (and in fact to anything general on your template) involves updating all your templates = lots of work.
Since the introduction of the multilingual support, I can if I want split the amount of required templates in half, but I have not come yet to altering my existing templates, and will probably have no time for it any time soon...
Hope this helps...
And of course Germinal: if this could be part of a next release - Belgian chocolates in the post !
Cheers,
Mario
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