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#42177 - 07/02/14 08:01 AM Print and Email an OE Invoice
LanceBakker Offline
Adagio Enthusiast

Registered: 01/10/13
Posts: 25
Loc: Trenton, Ontario
Hello,

Is there a way to automatically have a customer setup to get an email automatically when we print a copy of an invoice?

We always print a copy of the invoice to keep in our file, we have customers who want an invoice emailed rather than a printed copy. We want to be able to click "print" and have our copy print and the customers copy emailed rather than printing the invoice than opening it up again to send an email.

Thanks.
_________________________
Lance Tennier
TDL Canada

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#42179 - 07/02/14 09:10 AM Re: Print and Email an OE Invoice [Re: LanceBakker]
Ralph Allan Offline
Adagio Virtuoso

Registered: 06/02/04
Posts: 694
Loc: Prince George BC
How about printing the customer copy -- e-mail or paper -- at the time of the sale. Then at the end of the day, reprint all the invoices for that day in one batch for filing. (Of course, with ePrint you could print the whole batch for each day to a PDF file and save a few files to CD at month-end.)
_________________________
Ralph Allan
Business Computer Centre
Prince George BC Canada

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#42180 - 07/02/14 09:28 AM Re: Print and Email an OE Invoice [Re: Ralph Allan]
LanceBakker Offline
Adagio Enthusiast

Registered: 01/10/13
Posts: 25
Loc: Trenton, Ontario
This unfortunately doesn't work for our application. We print a picking slip for have our warehouse pick and ship the items then do the invoice. At that time we attach the invoice to the picking slip (which the warehouse has signed off on) to have a record of the products picked. We will always need to print our copy of the invoice at the time of invoicing rather than at day end.

Thanks,
_________________________
Lance Tennier
TDL Canada

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#42181 - 07/02/14 09:29 AM Re: Print and Email an OE Invoice [Re: LanceBakker]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
As Ralph mentions, with Adagio ePrint the entire process would be automatic and every invoice and purchase order would be available within the Adagio transaction inquiry for review. No need to file the paper copies.
_________________________
Andrew Bates

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#42183 - 07/02/14 09:40 AM Re: Print and Email an OE Invoice [Re: Retired_Guy]
LanceBakker Offline
Adagio Enthusiast

Registered: 01/10/13
Posts: 25
Loc: Trenton, Ontario
We are unfortunately unable to go paperless at this point in time. We keep notes and have customers as well as staff sign off on paperwork. We file all of this which we need for anything from proof of product picked (by our staff) to proof of delivery/pick up. We need to continue printing our paper invoices, but we want to start emailing customer copies.

Thanks,
_________________________
Lance Tennier
TDL Canada

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#42185 - 07/02/14 10:39 AM Re: Print and Email an OE Invoice [Re: LanceBakker]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Under File | User Preferences | General disable the option to Close Forms Dialog after print. Then, Email the customer and Print your copy one after another.

Wellsping's PrintBoss can do this in a single operation.
_________________________
Andrew Bates

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#42198 - 07/02/14 03:24 PM Re: Print and Email an OE Invoice [Re: Retired_Guy]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4413
Loc: Vancouver, BC
Lance:

PrintBoss is the solution. We have also been investigation a solution that would allow you to annotate your pick slip etc, so that you can truly go paperless.

I understand the need to capture a divers signature, seal number, & reefer temperature put I'm always interested in finding out what other people need to write on a document for. If interested please contact me off line to discuss what notes and other pieces of information you find necessary to write on documents printed from Adagio.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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