E-mail, print 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. The invoice is either printed or e-mailed, depending on the settings in the sales contact profile and/or the sales contact.

Content
Description

Automatically or manually

You can print and e-mail invoices generated either automatically or manually in bulk.

If you always generate your course invoices automatically, you start the Invoice automatically function.

If you occasionally need to add course invoices manually (one-off invoicing), you start the Invoices function. All invoices are shown in the view. Using the Output action, you can now generate both the manual and automatic invoices and then print and/or e-mail them all in one run.

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