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Automate printing invoices for specific customers

  • 1.  Automate printing invoices for specific customers

    GOLD CONTRIBUTOR
    Posted Jul 06, 2019 07:09 PM
    We are on NAV 2018 and have about 50 customers who still want a paper invoice mailed to them. I'm brainstorming ideas to trigger Accounting when there's an invoice posted for one of these customers so they can manually print the invoice.

    Your ideas are appreciated.

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    Noreen Fujita-Sacco
    Applications Coordinator
    Coghlan's/Gear Aid
    Bellingham WA
    360-392-2703
    noreen.fujitasacco@gearaid.com
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  • 2.  RE: Automate printing invoices for specific customers

    Posted Jul 08, 2019 01:03 AM
    Edited by Erik Hougaard Jul 08, 2019 01:03 AM
    Have you looked into Document Sending Profiles? You can create a profile for printing also.

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    Erik Hougaard
    MVP
    E Foqus Danmark A/S
    North Vancouver BC
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  • 3.  RE: Automate printing invoices for specific customers

    Posted Jul 08, 2019 07:33 AM
    This will work if you use the Document Sending Profile on the customer. You may also want to configure Document Layouts for the Customer.

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    Marcus Haug
    Stoneridge Software
    Fargo
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  • 4.  RE: Automate printing invoices for specific customers

    SILVER CONTRIBUTOR
    Posted Jul 08, 2019 11:39 AM
    Hi Noreen,

    You could set up the Job queue to have any Posted Sales Invoices that have a customer Document Sending Profile of "Print", print overnight.  This would require setting the Document Sending Profile on those 50 Customers, to Print.  Print would need to be setup inside the Document Sending Profile first.  This may require help from your Partner.

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    Jenifer Elliott
    Senior Application Consultant
    Technology Management Concepts
    807 Parkview Drive North, Suite 150
    El Segundo, CA 90245
    Phone: 831.277.3280
    Email: jelliott@tmc-la.com
    Website: www.abouttmc.com







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  • 5.  RE: Automate printing invoices for specific customers

    Posted Jul 10, 2019 09:24 AM
    You could look into Zetadocs; this ISV does this with other enhancements

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    Jamie Constantine
    Columbus
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  • 6.  RE: Automate printing invoices for specific customers

    Posted Jul 10, 2019 01:49 PM
    I will second Zetadocs.  We use it for exactly what the poster is looking for.  We create rules for the customers who want paper invoices and those with those rules will print a physical invoice during the invoicing batch.  All others go out over email.

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    Richard MacDonald
    Assistant I.T. Director
    NewAge Industries, Inc.
    Southampton PA
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