Setting up automatic email batches for customer invoices

Overview

Readysell can automatically send an email batch with invoices at the end of the day. This is advantageous in situations where there may be corrections to invoices that occur throughout the day. By scheduling invoices to be sent in a batch at the end of the day, customers will only receive their finalised invoices after any corrections are made.

Procedure

1. In the navigation panel, click Administration> Advanced> Tasks
   
2. Click on the Generate And Send Email Batches task
3. Ensure the task is Enabled and that the schedule is set according to the standard task schedule

4. Go to the Parameters tab and fill in the following:

   Parameter Name	Set To
   EnableGenerateAndSendSaleInvoiceEmailBatch	True
   LastRunGenerateAndSendSaleInvoiceEmailBatch	yyyy-mm-ddT00:00:00 (Apply the date of the day the task is used)
   GenerateAndSendSaleInvoiceEmailBatchCriteria	Currently the default value for this is :((TransactionType.Code != 'SALMCI' && TransactionType.Code != 'SRVINV') If you dont want to email Sales Invoices with a value less than Zero and Sales Invoices where the Balance = 0 then paste the below parameter into the value. ((TransactionType.Code != 'SALMCI' && TransactionType.Code != 'SRVINV') || ValueIncTaxInvoiced < 0) || OutstandingBalance  != 0

   If you do not wish to receive a copy via BCC , simply uncheck the BCC setting in "Users" for user name "service"

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5. Save your changes
6. In the navigation panel, click Administration> Email Batch Defaults
7. Click on the Invoices default
8. Enter a Default From Name, Default From Address and Default Subject
9. (Optionally) Set up a template (see Template Replacement Variables) with the introduction and/or signature of your choosing. If you do not do this, your default template will be used.
10. Save your changes
11. Restart the Readysell service