Other sets that can be created and processed

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Other sets that can be created and processed

The example shown above dealt with the creation and the processing of a reminder work set. A work set with normal invoices can also be filled in a similar way through .

Invoices can be selected with date and client name filters : for instance, this will add the invoices of February, 2011 to the "General Invoices" work set, of the 'Invoice' type :

Then, all the sending process remains the same as for a reminder work set. This way, all your client's invoices can be generated easily.

Summary : generating automatically invoices or reminders to be printed out and/or sent by mail

For groups of invoices, reminders or mass-mailing :
1. Be sure an 'Invoice', 'Reminder' or 'Mailing' work set (according to the task you want to achieve) has been defined ;
2. then, through , click on the work set to process ;
3. for invoice work sets (and optionally for reminder work sets), ;
4. finally , picking the options you wish (paper and/or electronic mails) ;
For an individual invoice or reminder :
1. Be sure a an 'Invoice copy' or 'Reminder copy' work set has been defined ;
2. at the corresponding View Invoice Page or View Reminder Page, simply click on to generate the PDF file of the invoice (see an example below) or reminder. A button is also available.

Next: Print scripts management Up: Printing, sending invoices and Previous: Sending a reminder work