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Automatically generate, print, e-mail and save course invoices in a dossier

You can generate your course invoices automatically and print or e-mail them straight away and save them in the dossier.

When you generate the invoices, the invoice lines are automatically collected per organisation: all lines for the same sales contact are put on one invoice.If for the sales contact you have set that the invoice is to be sent as E-mail PDF + invoice as e-invoice, the e-mail will have two attachments. Namely: a PDF file and a UBL file (e-invoice).

To automatically generate, print, e-mail and save course invoices in a dossier:

  1. Go to: CRM / Course management / Invoicing / Invoice automatically.
  2. Select a value for Administration.
  3. If required, enter a value for Invoice date.
  4. Select the Start output wizard upon completion check box.
  5. Click on: OK.

    You now see all lines that still have to be invoiced.

  6. Select the lines.
  7. Click on: Finish.
  8. Select the Only process invoices that have not yet been processed. check box if you only want to supply the invoices that have not yet been processed.
  9. Select the Printer and Printer tray.
  10. Select a different Issue method if you want to e-mail and/or print all the reports to be processed in the same way.
  11. Select a deviating Report if you want to deviate from the default report definition for all the reports to be processed. If you do not select a deviating report, Profit determines the report type automatically.
  12. Select a different Message template (e-mail template) if you want to deviate from the default message template for the accompanying text for all e-mail messages.
  13. Select the Save in client record check box if you want to add a dossier item for each e-mail or printout with a linked report.
  14. Click on: Next.

    You now see an overview of all the lines.

  15. Click on:Print preview and/or E-mail preview if you want to see a preview.

    If you are using the queue, this step is not available and you cannot display a print preview.

  16. Click on: Finish.

    Note:

    If you are using the queue, Profit places this task in the queue. While the task is being performed in the queue, you can continue to work. See: Use and manage the queue

    The queue is always enabled in AFAS Online. That means that the task is always preformed via the queue.

Directly to

  1. E-mail, print and save course invoices in a dossier in bulk
  2. Configure printing and e-mailing reports
  3. Automatically generate, print, e-mail and save course invoices in a dossier
  4. Manually generate, print, e-mail and save course invoices in a dossier

Process

Course invoicing