Faxing and Emailing Invoices
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(New page: In addition to printing invoices, you can also fax and/or email an invoice to a customer. '''IMPORTANT: Mercury Connect does not support faxing.''' ''NOTE: The [[Required Setups for Faxi...) |
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In addition to printing invoices, you can also fax and/or email an invoice to a customer. | In addition to printing invoices, you can also fax and/or email an invoice to a customer. | ||
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| + | Mercury Connect does not support faxing. | ||
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| + | The [[Statements#Required_Setups_for_Faxing_and_Emailing_Statements|setup requirements for faxing and emailing invoice]]s are the same as for faxing and emailing statements. | ||
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'''To fax or email an invoice to a customer:''' | '''To fax or email an invoice to a customer:''' | ||
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#When you are finished, click Execute and the print job/fax/email is sent. | #When you are finished, click Execute and the print job/fax/email is sent. | ||
| - | To view the status of the fax or email, check the [[Fax | + | To view the status of the fax or email, check the [[Fax & Email Monitor]]. For faxes and email messages, the Fax and Email Monitor displays the order/ticket number, customer name, status, sent date/time, fax number/email address, and number of attempts. |
Current revision
In addition to printing invoices, you can also fax and/or email an invoice to a customer.
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Mercury Connect does not support faxing. |
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The setup requirements for faxing and emailing invoices are the same as for faxing and emailing statements. |
To fax or email an invoice to a customer:
- Perform a ticket search to locate the order.
- Select the order and click Output Invoice. The Output Options window appears, allowing you to set your print/fax/email settings.
- Select whether you want to print, fax, and/or email the invoice to the customer.
- Check the settings for each option. Make sure the fax number and email address fields are populated, and indicate the cover letters you want to use.
- When you are finished, click Execute and the print job/fax/email is sent.
To view the status of the fax or email, check the Fax & Email Monitor. For faxes and email messages, the Fax and Email Monitor displays the order/ticket number, customer name, status, sent date/time, fax number/email address, and number of attempts.
