Remote Support: Click Remote Support from within Bp Allied
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Version 7 Published 4 December 2019
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Email an invoice
Once an invoice has been created it can be emailed to the Client or another party. The Invoice is emailed as a PDF document. When an email is sent an entry an logged in the Client Details > Documents/Phone Calls tab > Contacts (Phone/Email/SMS) section.
Invoice Status MUST equal Awaiting Payment to be able to email an invoice
Click on Email Invoice
The Email Details form will display
Email Recepients
Email invoice screen as displayed for a Third Party
For a third party invoice –
Send to [Third party name] checkbox is ticked and the third party name and email address being used is displayed.
The related Client checkbox is unticked and displays the related client name and primary email address
If there is no email address for either client or third party then checkbox is disabled
If there are multiple clients on the third party invoice then this option is disabled
Third Parties – displays any Third Party with an email address
Referrers - displays all Referrers with an email address.
Email invoice screen as displayed for a Client
For a Client Invoice –
Send to [Client Name] checkbox is ticked and displays the client name and primary email address.
No other check box options available.
If there is no email address for either client then checkbox is disabled
Third Parties – displays any Third Party with an email address
Referrers - displays all Referrers with an email address. If there is a Referrer related to the appointment invoiced, then this is displayed in bold at the top of the list.
The Other Recipients option is available if the email address to be used is different to those available.
If an email address is selected from ThirdParties or Referrers, then it is copied into the Otherrecipients field. Any email addresses in the Otherrecipients field will be displayed in the following dialog will display to confirm ALL of the email address that the email is being sent to.