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SimplyPats Portable Appliance Testing Software
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 Post subject: Create Invoice
PostPosted: Tue Mar 04, 2014 10:20 pm 
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Joined: Fri Jul 20, 2012 8:32 pm
Posts: 32
Location: Southport
Today my client wanted their documents sent to them via email. Its there a way to email an invoice (may have missed it :oops: ) or could it be saved to pdf and then emailed ?.You can save it csv but would like it as pdf so it can not be tampered with.

Thanks,

Andy

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Andy

CRS Southport
PAT Testing & IT Services


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 Post subject: Re: Create Invoice
PostPosted: Tue Mar 04, 2014 10:34 pm 
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Joined: Wed Jan 23, 2008 11:47 pm
Posts: 1101
Location: Cornwall
Hi Andy

Quote:
Its there a way to email an invoice


Yes, if you go to print the Invoice, on the Print Preview screen there is a button to save as a PDF and to the right of that button another that will create a PDF and attach it to an email.

Obviously your customer details will need an email address, however I think I've modified the email process recently in various places to still create an email even if no email address is entered, so allowing you to email reports etc to 3rd parties.

Let me know if you have any issues. Automatic emailing is complex and SimplyPats tries to support MS Outlook, Mozilla Thunderbird, Outlook Express and Windows Live Mail.

Regards, Richard.


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 Post subject: Re: Create Invoice
PostPosted: Wed Mar 05, 2014 11:52 am 
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Joined: Fri Jul 20, 2012 8:32 pm
Posts: 32
Location: Southport
:oops: :oops: :oops: my error !!! a long day (well it is an excuse!!! ha ha !!) :oops: :oops: :oops: works perfectly,

Thank you Richard,

Kind regards,

Andy

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Andy

CRS Southport
PAT Testing & IT Services


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