Next: Other sets that can Up: Printing, sending invoices and Previous: Processing a 'reminder' work
Sending a reminder work set
, in this example, begins to display the list of open invoices that have been reminded. Each of them can be selected or de-selected in order to be sent or not by paper mail and/or electronic mail.
The process is illustrated below ; upon success, for the current example, two 'Reminder for invoices' files are created :
- one 'overall' PDF 'Reminder for invoices' file, which contains formal reminders with client general information, invoice details in the template (header, footer, prologue,...) defined by this work set. This file is aimed to be printed and according to the 'Content type:' of this work set, each page will feature either one individual invoice or a client's grouped invoices ;
- one 'mainmerge' 'Reminder for invoices', which is a flat file that gathers client information and invoice amounts.
Also, the Work Set Process Page now displays what is shown below. The link under 'Report' shows the log of the sending process, displaying successful or unsuccessful email sending, while the file under 'Files' shows the generated PDF 'Reminder for invoices' file :
Next: Other sets that can Up: Printing, sending invoices and Previous: Processing a 'reminder' work