Recently, AGDATA sent out a survey to all clients asking for your valuable feedback. Some of the respondents advised they would like the emailing of invoicing simplified. Currently within Phoenix you can enter a new invoice and email straight from within the invoice window.
Email Invoices from Phoenix
To email invoices from Phoenix, a Customer account and Sub-account(s) must be set up to have the structure to record an invoice. For the customer to whom the invoice is to be emailed their email address must be recorded in their Card File entry. If Customers haven’t been set up, go to
Phoenix Help, select the Index tab and ‘Customer’. Alternatively, if you are using Phoenix Version 8 go to
Help and select
Video Tutorials to access the video on Setting up Customer and Supplier Account.
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Click on the
Customer button on your toolbar
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Select the
Customer Account from the drop down and click
Ok
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Once the selected Customer window is open, select the
New button e.g. New: May’16 to enter the invoice details.
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Once you have entered your invoice appropriately, click
Save
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A Confirm box will offer the option to Print the Tax invoice by selecting
Yes, or
Email can be selected here.
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The email with the invoice attached will appear for you to check the email address as well as add any other message you want to include in the email.
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Click
Send
Alternatively, if you have already entered the Invoice, selected Print but now want to email it as well, or you simply need to email the Invoice again:
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Once in the
Customer Account find the invoice you wish to email
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To Open the invoice simply
double click on it
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Displayed at the top of the invoice is a
Printer Icon, select the
drop down arrow to the right
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From this drop down select
‘Preview Invoice 0000#’
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This will then open the preview of the invoice which like all reports in Phoenix can be printed, saved or emailed.
We hope that helps you. As always our support team are here to answer that quick question to get you out of a bind. We recommend the Signature Service Plan to ensure you are getting the most out of your investment in the Phoenix Farm Management Solutions. The Signature Service Plan gives you greater access to our support team and the marvelous tutorial videos that they have created to help you when you need the help most.
