In Logistiqo, the Invoice mail/print function can be used to automatically email and print invoices, reducing the need to process invoices manually. This is particularly useful when a larger number of customer invoices need to be distributed as part of the regular invoicing process.
In addition, a test run can be performed before the actual mailing. The processing results are recorded so that successfully emailed or printed invoices and failed email attempts can be reviewed afterwards.
Go to Accounting > Debtors > Invoice Mail/Print. At the bottom of the window, Successful Mails, Printed Invoices, and Failed Emails show which invoices have been successfully emailed or printed and which emails could not be sent.
Use the columns to filter which invoices should be included in the automatic mailing. Enter the required values in the corresponding columns to narrow down the invoices that should be sent.
Configure the mailing options depending on how the invoices should be processed. Enable Send Emails to send the selected invoices by email. If required, enable With Print to print the invoices as part of the process. A Testrun can be performed beforehand using the specified Test email address.
Under Process, select Start to begin the automatic processing or Stop to stop it. Print can be used to print the invoices.
Under Accountancy > Debtors > Invoice, a cross appears in the Emailed or Printed column depending on whether the invoice has been emailed or printed.
Note: If the invoice is to be emailed, an email address must be defined for the company or the contact person