You can use Profit to e-mail documents for parts of the order process and invoices as PDF files. The advantage is that you can continue working in that case. If you opt to print the reports for specific sales or purchase contacts, then you can put the generated print file in a 'queue'. Configure the queue for printing reports.PreparationĬonfigure the authorisation of this section, so that the right users have access to the required functions and data. Also (if applicable), the Printed, Mailed and Dossier fields are set to Yes. One exception to this is that when supplying using the Output wizard, the Completely processed field is always set to Yes. If you print the line using the Print action, then it is not. If the contact has 'E-mail PDF' as the preference, and you e-mail a quotation to this contact using the E-mail or Output action, the line is completely processed. If you issue a report to the contact using the preferred issue method, that report is Completely processed. From the entry layout, you can only issue one report (quotation, invoice). If you have set it so that an e-mail prompt must be displayed, but the sales contact has 'Print' as its preferred issue method, then the prompt will not appear. The entry layout also checks this setting. The Output action automatically takes into account the Preferred issue method that you set for the contact. In the sales contact profile, you therefore specify that you generally send quotations, orders, etc., as PDFs by e-mail to the Purchase Department of company X.įor the sales invoices, you set it so that you send these as e-invoices to the Financial administration of company X. For each specific report type, you can set a deviating issue method and contact person. You also set the general contact person to whom the reports will be sent. Profit automatically takes this preference into account, but you can always deviate from it if that is required in a particular situation. If you use the faster e-mail method, you also have to configure e-mail settings and, if necessary, you can change the template for the e-mail message.įor issuing sales invoices as e-invoices, Profit only needs your bank account for e-invoicing.įor each purchase/sales contact, you set their preferred method of receiving the reports. You can configure the queue functionality if you want to use it for printing.
Profit prints the reports on your local printer. In the case of an invoice by e-mail, Profit can also add an attachment in UBL format, the so-called e-invoice.Īs far as the configuration is concerned, if you only print the reports and send them by mail to your contacts (the most expensive and least efficient method), you only have to set up the contacts. If you select e-mail, then the report is added as an attachment in PDF format. You issue these reports to your contacts, either by e-mail or in printed form by regular mail.
You can change these yourself, for example for normal sales, counter/direct invoices, credit invoices, international invoices, etc. Profit includes supplied reports (layouts) for all quotations, orders, invoices, etc. For this, Profit takes account of the preferences of your contacts.Ī separate description is available for e-mailing and printing pay slips and annual statements. In addition, you can issue invoices as e-invoices, a file format that the receiving party can import directly into their software. You can send reports, such as quotations and invoices, to your contacts by e-mail or printed on paper.
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