• US: +1-800-476-7226

Software and services for the radio industry.

Email (Confirm, Invoice & Statement)

Modified: 2017/11/30 08:18 by admin - Uncategorized
Edit

Email (Confirm, Invoice & Statement)

back

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

Edit

Introduction

Email Confirm gives you the ability to send your invoices and statements singularly or in batches to your customers through email. This is not automatic but done through the Billing and Customer system for better management/oversight.

If you want less paper and more electronic delivery of customers invoices and statements, save postal costs and make sure they are delivered and fast, then this add-on is for you.

Edit

Configuration

Edit

Templates

Image

In the Stations icon in setting, Under Email tab is the Invoice windows. Subject and Body.

If left alone this is the default settings.

If you want to change things you must still have some form of tokens like the ones you see above. (Tokens are the special words you see in the < > brackets).

Other Tokens that can be used...
  • Tokens
    • <callletters>
    • <stationname>
    • <contactname>
    • <firstname>
    • <lastname>
    • <customername>
    • <representativename>

See Station.

Edit

Email

See EmailSettings.

NOTE: You may or may not already have this filled out and you may need your local IT professional for some of the entries.

Edit

Customer

Once you have finished adding your info to the Email window the next step is to add the customers email. Under the Billing tab (Green Oval). At the bottom of the window, Decide what type of invoice you want, Add an Email and check the box.

Image

See Customer.

Edit

Usage

Edit

Confirmations

Under Tools in the Main Menu of contracts is the ability to Email Confirmations:

Image

That opens up the Email Confirmations window:

Image

And your email will look something like this:

Image



Edit

Statements

To send your statements. Go to Billing, left click Tools in Main Menu and click on Email Statements. Move the curser down to the Email button, click and the emails are sent.

Image

Your Email will look something like:

Image

Edit

Invoices

To send your Invoices. Go to Billing. Make sure the items you wish to be emailed are checked. Move the curser down to the Process... button, click and the emails are sent.

Image

Your Email will look something like:

Image

Edit

Billing

(Invoices / Statements)

The email phase contains all Invoice items that are pending to be emailed based on Customer configurations. The Invoice to be emailed will remain on this list until the software successfully hands the email to the email server defined in EmailSettings.



Edit

Confirmation Emails

We have the ability to customize the Subject and Body of Confirmations you send via email. This text can either be static text or leverage tokens to add a more personal/informative message.

Image


Image


Within Group>Email>Confirmations is the pane where you place your custom text.

Emails when you use a custom lines without tokens:

Image


Emails when you use a custom lines with tokens:

Image




Edit

FAQ

Edit

Remove print email

EC There may be times when there are emails on this list that you do not want to actually email; especially when converting from TrafficXP. For this circumstance, it is possible to just "flag" the individual invoices as having been emailed without actually sending them. To do so, check the items you want to "flag" and then hold down the shift key. You'll see the button change from "Process" to "Flag"; while holding down the shift key, click on the Process button. A message stating that the invoices will just be flagged as having been emailed will be presented and, upon confirming, the invoices will be flagged appropriately.''

Image

Edit

Additional Information

See EmailSettings.

ADD-ON:
$15 per month per station

Table of Contents [Hide/Show]


Email (Confirm, Invoice & Statement)
   Introduction
   Configuration
      Templates
      Email
      Customer
   Usage
      Confirmations
      Statements
      Invoices
      Billing
      Confirmation Emails
   FAQ
      Remove print email
   Additional Information