Emailing Invoices

[andyhoyland]

Hey there.

Silly problem - hopefully easily fixed - when I have created my invoices I want to email them out. Pretty much all my customers have email addresses in and are set up to have invoices sent via email. I select all the invoices in the Invoicing section and then click "print" and choose the email option. Is there a way to set it so that each individual gets their own invoice?! At the moment it just sends out one big PDF including ALL the invoices.

Did that make sense?! At the moment I have to click through each invoice, print it via email and then move on to the next one. Not very efficient.

It must be possible to do it automatically.

Many thanks.
Andy.

[brucedenney]

You can select the section break at the bottom of the email setting screen in the report designer (Assuming you are now upgraded to 2010)

[andyhoyland]

How?

I am upgraded to 2010...

[brucedenney]

pen report designer, in report explorer click on the root of the report, in properties find email settings, click on the ... by the side to pop the screen

In the lower part of the dialogue you should see the section break.

[andyhoyland]

Hi.

Thanks for your response. But I see nothing that says "section break".

I have the address options (To... CC... Subject...) then I have the option to send the report as plain text or an attachment. Then I can choose the format, then add a following note.

Under that there is a drop down with the heading "Email message should contain:" and then I have different options.

Under than I have a chance to select what happens when the report is emailed.

Nothing to do with 'section break' unless something above is a section break but with different wording.

Thanks again for your response.
Andy.

[brucedenney]

At the bottom of the Email Settings screen is a section titled "Email should contain" with a drop down box to the right of it. The default value is "The Entire Report" if you click on the drop down you will see all the section names

[andyhoyland]

Thanks Bruce

I'll take a look at that next time I'm in front of Sage!

[andyhoyland]

Many thanks Bruce...

It works now... next is to get rid of the MAPI "allow or deny" question that appears every time I send an email!

Thanks again.
Andy

[brucedenney]

I would change to using SMTP and not send the stuff via outlook, just CC a copy back to me and then have a mail rule to file them automatically in "invoices" folder