Faxing and Emailing Invoices
From FloristWiki
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.
