Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 4585 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I have a problem emailing invoices. I have a layout that is an invoice. I choose x number of student invoices. I want to email them to those students. I go into email and send to the field "email" which are the students I'm sending invoices to. Then I sent it out not realizing it doesn't send the invoices, just a blank email. I tried the pdf one but with that you can't send individual invoices to particular students. Any ideas or perhaps I'm doing something totally wrong??? Thanks

Mike

Posted

How do you "choose" x number of student invoices?

Here's what I think you should be doing:

1. Find the invoices that you want to send.

2. Go to the related "student" records (go to related, match found set).

3. Loop thru students, go to related invoice, save it as PDF and email.

Posted

Not that complicated. I have one record per student. I choose, say, 5 students that I want to send invoices to. I go to Invoice layout and I have 5 students selected. Instead of printing out those invoices, I want to send each invoice to the appropriate student via email. I go into the email function and I can get the 5 email addresses because they are a field in the file but when I send it I get blanks.

Posted

You cannot send "screens." You can, however, save each invoice as a pdf and email that as an attachment. This demo might help.

This topic is 4585 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.