Overview
Private Pay Client Invoices may be emailed automatically, individually or in bulk. Printed individually or in bulk.
Article Sections
- Email Invoice Methods
- Print Email Invoice Methods
- Configure Email Invoice Template
- Bulk Email or Print Invoices
- Individually Email or Print Invoices
- Automatically Email Invoices
Email Invoice Methods
- a) Bulk email invoices.
- b) Email an individual invoice from inside the invoice when required.
- c) Set Oases to automatically email the invoice to the client as soon as it is created.
Print Email Invoice Methods
- d) Bulk print invoices.
- e) Print an individual invoice from inside the invoice when required.
- f) Customer prints own invoice from customer login.
Configure Email Invoice Template
Configure the subject, text and formatting of the email that carries the invoice in the Set Up Email Templates area.
Bulk Email or Print Invoices
When bulk emailing invoices you do not get to interact with the text in the email carrying the invoice to your client so don't use this method if you wish to add or change text in the email before sending.
1. Go to: Financial > Invoicing - Private > Invoices tab.
2. Your most recent invoices will be at the top, you can check the Invoice date column to confirm.
You may also filter the page by a date to show only those invoices that need to be emailed or printed at the end of the day. Add the date to the filter in the same format as it appears in the Invoice Date column.
3. If required place a check mark in the Not Paid/Part Paid Only box to bring up only those invoices that are outstanding if emailing for collections purposes.
4. Place check marks on the left hand side of the rows for the invoices you wish to print or email. Increase the number of records showing per page to ensure you include all invoices.
5. Check the number of results for your filter at the bottom of the list and change the number of entries showing to be larger than this number.
6. You can use the check box at the top to check off all invoices. This will check off all invoices in the grid you are looking at. As mentioned in point 4 you may increase the records you show in the grid by choosing to show more records on one page.
7. From the Actions menu select whether to email or print the invoices.
Individually Email or Print Invoices
8. When individually emailing invoices you can edit the text in the email carrying the invoice to your client prior to sending.
9. Open the invoice you wish to send from the customer's billing tab or from the Invoices tab in Private Invoicing.
10. Press Email or Print Invoice as required.
11. If emailing the template will open and edits may be made.
Automatically Email Invoices
12. You may also choose a configuration item in Oases that will automatically email an invoice (and payment receipt) to a customer when it is created.
13. Go to: Setup > Company > Config Settings > Email and enable the required feature.
