Once offers have been created, you can generate invoices to be sent to customers. Customers can then purchase the contents of the offers.
To batch print offer invoices:
1.Open Utilities from the Desktop.
2.Select the Offers tab.
The Offers|Query Select page appears.
3.Select the General Offer Invoice query.
The Offers|Offer Invoice page appears.
4.Search for and select the offers that you want to invoice.
Your search results appear in the Select Offers section. If multiple pages of search results are displayed, you can use the '<' and '>' buttons to open the additional pages.
5.To invoice specific offers, select the check box next to each offer.
Click 'Select All' to select all of the offers on the current page. This will not select offers on other pages. If you want to invoice all of the offers in the search results, you can choose to do so at the end of this procedure.
6.Specify whether you want to Email or Print the invoice using the 'Target' dropdown.
If you choose to email, ensure that each customer/contact has a valid email address attached to their account and that your email server has been setup accordingly. If printing, ensure that your Windows printer has been setup and configured as well.
7.Select the Confirmation Email / Invoice format the you want to use from the 'Format' dropdown:
▪Offer Confirmation Email pdf (text/avdocument): Creates a PDF version of the invoice.
▪Offer Confirmation Email html (text/html): Creates an HTML version of the invoice.
8.Select how you want the invoices to be generated from 'Target' dropdown:
9.If you selected Print from the 'Target' dropdown, select the printer you want to use from the 'Printer' dropdown.
10.Select an option from the 'Process Range' dropdown:
▪All: Invoices will be created for all of the offers returned by the search.
▪Selected: nvoices will be created for the selected offers only.
11.Click 'Execute'.
The batch results section appears indicating the progress of the batch. When completed, Batch Run Completed! appears.
