E-mail course invoices
You can e-mail course invoices in bulk or individually.
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Description
If you print the course invoices in bulk, you have the option to e-mail the course invoices in the same run. The invoice is either printed or e-mailed, depending on the settings in the sales contact profile and/or the sales contact.
You only send an individual invoice by e-mail if a course participant indicates that he has not received the invoice.
Diagram of sending invoices by e-mail:
Preparation
- Configure printing and e-mailing reports
You specify whether the student should receive an e-mail or a quotation by post in the sales contact profile and for the sales contact itself. At the sales contact level, you specify if the customer wants to receive an e-invoice for each invoice type.
Procedure
- Print, e-mail and save course invoices in a dossier in bulk
In a single action you can e-mail, print and save a selection of the course invoices in the dossier.
- E-mail course invoices individually
You can e-mail a single course invoice.
- E-mail a course invoice again
You can e-mail a course invoice again. You do this, for example, if the course participant indicates that he has not received the e-mail.