Why:

Used to selectively send Parts and Workshop invoices to a third-party supplier for printing and mailing.

 

Where:

From the Customer View, after selecting the Customer a field ‘Print Method’ is available on the Point-of-Sale tab.

In order entry, an input-capable Print Method field is available on the overview tab. The method attached to the customer will be the default when opening a new order.

The selection of email invoice and the customer’s email address can both be overridden when invoicing. This only applies to Parts and Workshop invoices.

 

How to Perform Email Based Invoicing:

Email invoice processing is based on parameter settings. If the parameter setting for email is positive, the Print Method combination contains the option to email. Selection of Email is only allowed if the customer has a valid email address. If the default Print Method is Email (This is controlled by a parameter) and the customer does not have a valid email address, the Print Method for this customer should default to Local. A valid email address is defined as an entry in the customer file and must contain the @ character.