Invoices
Setting up your Invoice Email Message
How to Edit the Invoice Email Message
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Go to Main Menu > Invoices Panel > Options Tab> Edit Email Message Button
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Choose the appropriate tab to edit:
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Invoice
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Statement By Aging - this statement will find only those Invoices that have not been paid in full. It can be generated from any one of the customer's invoices using the Email menu.
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Statement By Date Range - this statement will find all Invoices for a given customer based on a specified date range. It can be generated from any one of the customer's invoice using the Email menu.
How to Edit the Email Message
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Click your cursor into the Subject or Body field.
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Position the cursor to the precise position you wish to insert a merge field.
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Choose a merge field button, e.g. First Name, and observe that <First Name> was inserted into the text. This is the mail merge code that FrameReady will use to build the custom message.
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When complete, click Done.
How to Use the Mail Merge Fields
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It is recommended that you use the field buttons to insert the merge codes as this eliminates typos.
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To remove an inserted merge code, position the cursor and use the Backspace / Delete keys to remove the code (be sure to also remove the < and > brackets)
Merge Fields for Invoice Email Explained
Company
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Inserts the contents of the Company field from the Contact file.
First Name
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Inserts the contents of the Last Name field from the Contact file. (Remember to enter a space between the first and last name fields in the email message.)
Invoice #
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Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
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Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
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Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
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Inserts the Business Hours as set in Setup Data > Operations tab
Merge Fields for Statement By Aging / Date Range Email
Company
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Inserts the contents of the Company field from the Contact file.
First Name
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Inserts the contents of the Last Name field from the Contact file. (Remember to enter a space between the first and last name fields in the email message.)
Customer Number
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Inserts the Business Name as set in Setup Data > Info tab
Your Business Address
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Inserts the Business Address as set in Setup Data > Info tab
Your Business Phone
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Inserts the Business Phone as set in Setup Data > Info tab
Your Business Hours
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Inserts the Business Hours as set in Setup Data > Operations tab
Email Articles
Troubleshooting: Email Help
Setting Up Basics: Set up Email
Invoices: Set up an Invoice Email Message
Setting Up Basics: Work Orders: Set up (Completion) Email Message
Contacts: Email Correspondence Explained
Contacts: How to Export Contacts to Third Party