proforma invoice

[Penellie]

I've only just put my site live, but would like to know how to email a proforma invoice to a customer- ie, the customer is invoiced and pays me before I ship the goods.
And how would I set that up as a payment option?

[NormanRouxel]

Look in Settings / Business Settings / Payment and Security where Invoice with Order is usually one of the default entries. If it isn't, click the [+] and add it. You can change the Web Site Description to explain it to your customers.

It's up to you to print the invoice within Actinic and mail or email (via a PDF writer) it to the customer.

[Darren B]

I have wished for this simple bit myself on occassions, maybe one for the wish list

"option to email invoice from within actinic"

Cheers
Darren

[NormanRouxel]

If you install a PDF printer driver (e.g. PDF995 www.pdf995.com) you can then "print" an invoice to a PDF file that you then attach to an email sent to your customer.

Adding a PDF printer driver means that your system then has an extra printer that writes a pdf file instead of printing onto paper.

[Darren B]

Hi Norman

I have used these in the past, but when you do this it prints reprint on the top

Cheers
Darren

[Duncan Rounding]

I often priint to pdf without any problems - I've never seen 'reprint' on the document.

[Darren B]

Hi Duncan

Print the invoice twice and the second one will have it on.

When using the one click order processing and have "mark invoice as printed" selected (so it shows in my slaes reports) if a customer then asks for the invoice it will be printed with reprint on it.

I do not print invoices unless asked to, i hate using more paper than really needed, we print to much stuff nowadays.

Cheers
Darren

[Duncan Rounding]

Now I see what you mean - sorry I was confused for a moment I thought you were referring to something that the pdf printer had done.
I'll have a look at Invoices.rpt and see if it's easy to modify to remove that. Jan might know if she 'listening'??

[Jan]

You could change the word reprint to blank in the design text for the report. That would get rid of it.

Regards,

[Darren B]

Hi Jan

I did not know the text was in the program text, i though it was something behind the scenes.

Thanks for that

Darren