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.
• Click on the Customer button on your toolbar
• Once the selected Customer window is open, select the New button e.g. New: May’16 to enter the invoice details.
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:
• Once in the Customer Account find the invoice you wish to email
• From this drop down select ‘Preview Invoice 0000#’
• 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.
I'm ok with emailing off Phoenix, but would be good if you could double click on the sent addresses or even copy and paste so you can use them again, without having to go back to the card file to get another address
ReplyDeleteHi Lance and Sandra,
ReplyDeleteWe're a little unsure of what you are trying to do. Can you elaborate a little here or give us a call on 1800 500 400 and we will try to assist.
Thanks
Stephen
HI guys, when I try to email it says no default email program & to create an association via COntrol Panel..? I believe I have set my default email & created an association, but I'm running Windows via Parallels on my Mac, do you think this is this the problem...?
ReplyDeleteHi Nicole.
ReplyDeleteFirstly you need to make sure that there is an email program installed in Windows as that is where Phoenix will look. If this is Outlook you can go into Outlook’s settings and there is an option to make sure it is the default email program. This should normally be sufficient.
If you don’t have Outlook installed, your other option is to change the Phoenix email settings to send using your email account directly. You can choose Bigpond, Gmail or enter the settings manually.
I hope that helps! Signature Service Plans are the way to go! One of our support team could log in beside you and talk you through it in a jiffy.
Cheers
Stephen
1800 500 400
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