Setting Up e-Invoice Options

(e-Invoices users only)

Use the following procedure to set up the options that control E-mail Invoices.

1. Display the Options Configuration window.

2. Click ID. Using the list below, enter the ID number of the option, and click OK. Click in the Current Value column, select the desired setting, and click Change. Repeat this process for all options in the list. For more information about a particular option, click its underlined text.

4.  ID# 5786 From email address for email invoicesEnter the email address you want to use as the "from" email address for all the invoices and saved transactions (Orders, Special Orders, and Estimates) emailed to customers.  
   
   
   The email address you enter must be in lower case letters. Each emailed transaction will appear to originate from this address. If any transaction is sent to an invalid email address, the transaction will be returned to this "from" email address to alert you to correct the invalid email address.

5. ID# 3378 Include store name on pre-printed laser forms for EmailThis option is relevant if you:
   1) use pre-printed invoices, 2) option #50 "Print Invoice with Store Name (Y/N/E)" is set to No, and 3) you are emailing invoices without a logo file.
   
   Set this option to Yes so that the system includes the store name when you email an invoice.

• ID# 8980 Email address used by Job AccountsEmailed POS documents and A/R statements use this option to determine what email address(s) are used when emailing to a job account.
  If you have job accounts, use the following information to determine the email address(s) that is used:
  Set to J to use the email address(s) for the job.
  Set to M to use the email address(s) for the main account.
  Set to E to use the email address(s) for the job and if none, then use the main account's.
  Set to B to use the email address(s) for the main account plus the job's.
  
  Use the "Job's Email Address" field in Customer Maintenance to override this option. If this field is blank, how the option is set determines what email address(s) are used. Otherwise, it will use the email address(s) based on how this field is set for the job in Customer Maintenance.

• ID# 9784 Prompt to email invoices/credits?

3. (iNet Accounts on Line users only) Do the following if you want to include a link to your iNet site with each emailed transaction, along with a sentence telling the customer that he/she can view their invoices and saved transactions online.

   • Click in the Current Value column of the option "iNet Server and Site Name for Store" (ID# 5788).

   • Type your server name, a comma, and your site name. For example, if the link to your store's iNet site is http://op1.triadinet.com/mysite, your server name is the first part of the link (op1), and your site name is the last part of the link (mysite).  Therefore, in this example, you'd type op1,mysite in this option.

4.  Click Change.