Automatic Invoicing
There are three areas to configure to use ‘Automatic Invoicing’.
Customer Master
Email Server Setup
N41 Server job Schedule
1. Customer Master configuration
You can control which customer would get invoice email in N41 customer master window.
After N41 is updated, you’ll see new fields at the bottom of customer detail window as below screenshot.
You can enter multiple email addresses by separating email addresses with comma in ‘Email Addr.’ field.
Invoices which are formatted as PDF files with current invoice format will be sent by e-mail to a customer when following conditions are met:
‘Email checkbox’ is checked and proper email address is entered.
invoices which have been created on the prior day
* Current configuration for auto invoicing: Batch job will be running at 6:00 AM everyday
* The email subject will be shown as “(customer name), invoice: (Number)”, and the body will be shown as “See the attached PDF file”
2. To change email setup
If you want to change email setup including SMTP server sender address or its password later, you can change related N41 setting by yourself.
Go to N41> System > Setup > Email Setup
[automatic invoicing] is using “Customer Invoice” email type.
Change entries of “Customer Invoice” type
FYI, exact type-name of “Customer Invoice” type should exists for this feature to work.
3. Enable/Disable Automatic Invoicing
You can enable/disable [automatic invoicing] in ‘N41 Server Job Schedule’ manager.
Go to N41 > System > Setup > n41 Server Job Schedule
Toggle [Disable] checkbox of ‘PRINT EMAIL CUTOMER INVOICE’ job and save
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