Issue an invoice to a sales contact as an e-mail or in print
You can select the way in which the invoices are issued: print invoices manually, e-mail one invoice or use the Output wizard to issue multiple invoices in bulk using the method set as the preference for the contact.
These options are also available for other reports, such as quotations, orders, account statements, etc.
Description
You can issue your invoices in bulk. For this, Profit takes your sales contacts' preferences into account. This saves you time and effort: you generate the invoices and issue them in one go.
In addition, you can use specific actions for E-mail and Print. When e-mailing, you can only send one invoice, but when printing you can issue several at a time.
If you have configured e-invoicing in the environment and for the sales contact, Profit automatically issues an e-invoice when you issue invoices in bulk and when you use the e-mail action. In Profit, an e-factuur is an electronic invoice in UBL 2.0 format. If the software of the sales contacts/debtors supports this format, they can import e-invoices directly into their financial administration as purchase invoices and process them there.
After you have run the Output wizard, the invoices get the Completely processed status and also the Mailed status if the invoices were issued by e-mail.
Profit sends all e-mail using the e-mail server. This enables you to review what has been e-mailed and when. If the e-mail has been sent successfully by the e-mail server, Profit sets the invoice status to Mailed.
A creditfactuur is not mailed automatically. You usually want to review credit invoices individually; for this reason these can by default only be e-mailed via the E-mail action. If you want to e-mail multiple credit invoices automatically (via the Output wizard), you must first allow this in the module settings.
Preparation
Procedure
- Issue invoices in bulk by e-mail or in print
Using the Output wizard, you can issue invoices in bulk based on a selection. Each invoice is issued in the way that the sales contact prefers: by e-mail or on paper.
- Issue invoices in bulk using a deviating method
You can also use the Output wizard to issue invoices in bulk using a deviating method. You would do this, for example, if you have created a different invoice report because of a promotion and this week you want to use the deviating report instead of the default report.
- E-mail an e-invoice
You can issue an invoice as an e-invoice. That means that the sales contact/debtor receives two files by e-mail: a PDF file and a UBL file.
- E-mail a PDF invoice manually once
You can manually select and send one invoice using the E-mail action.
- Check the e-mail messages sent
- You can check whether the reports, e.g. the quotation, the sales order or the invoice, were e-mailed successfully.
- Print an invoice manually
You can select one or more reports (quotations, orders, invoices, etc.) in the view and print them on paper.