Difference between revisions of "ProDon:Client file's eReceipt options"

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<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated'''</span>
 
<span style="color: rgb(255, 0, 0);">'''CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated'''</span>
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== Introduction  ==
 
== Introduction  ==
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The eReceipt Module allows the massive sending of receipt to the client by email. To see their receipt, the clients will have to click on the link they will receive in that email.  
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The eReceipt Module allows the receipt to be sent by email.
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Some options are available to determine if the clients wish to receive their receipts by email, and if they agree, to which email the receipt must be sent.
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The present document explains in detail how to use the different functions of the client file.
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== Client file's options ==
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In the client file, there are 2 options linked to the eReceipt Module.
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<br>
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- The first option allows the selection of the client preference for their receipt format (electronic or paper). <br>
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- The second option allows the selection of the email to use when a client wishes to receive their receipt by email. <br>
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=== <u> Preferred option for the receipt format </u> ===
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In the file of every client, it is available to select if they wish to receive their receipt by email or paper. This option is in the "Add. Info." tab of the client file.  
  
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== The options of the « Add. info » tab ==
 
  
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| colspan="2" |To configure what kind of receipt the client will receive, go to the "eReceipts (by email)" of the "Add. Info." tab of the client file:
 
  
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|-
 
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_001.png]]  
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_001.png]]  
 
|-
 
|-
  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A :'''</span> The "Yes" option allows the client to receive their receipts by email. If the client does not have an email and the cursor is on this option, the receipt will automatically be sent by paper.  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A:'''</span> By selecting the "Yes" option, the client will automatically receive all their receipts electronically, if the occasions/activities for the one they do their transaction is configured accordingly. For more information about the eReceipt configuration in the occasions/activities, [[ProDon:The eReceipt configuration|click here]].
  
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| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The "No" option allows the client to receive their receipts in paper form.  
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<br>
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|-
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'''NOTE:''' If the "Yes" option is selected, the user will have to determine to which email address the receipt will have to be sent. To learn how to select the right email address for the receipt, please read the section [[ProDon:Client_file%27s_eReceipt_options#Selection_of_the_email_to_use_for_the_eReceipts|"Selection of the email to use for the eReceipts"]] of this document.
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| <span style="color: rgb(255, 0, 0);">'''B:'''</span> By selecting the "No" option, the client will automatically receive all of their receipts in paper format, no matter the configuration of the occasions/activities for which they do their transactions.  
  
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''C :'''</span> The "Ask the question (unknown)" option will ask the following question to the user after the creation of a transaction:
 
  
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|-
 
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| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_002.png]]
 
 
|-
 
|-
  
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| <span style="color: rgb(255, 0, 0);">'''A :'''</span> The "Yes" option will send the receipt by email.  
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| colspan="2" | <span style="color: rgb(255, 0, 0);">'''C:'''</span> By selecting the "Ask the question (unknown)" option, ProDon will ask what kind of receipt (eReceipt or paper) must be sent to the client when entering a transaction.  
  
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| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The "No" option will send the receipt by paper.
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|}
  
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|-
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=== <u>Selection of the email to use for the eReceipts </u> ===
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| <span style="color: rgb(255, 0, 0);">'''C :'''</span> The "Always for this client" option  will send the transaction receipt by email and it will move the cursor from "Ask the question (unknown)" to "Yes" in the client file. Then, all receipts for this client will be automatically sent by email.
 
  
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| <span style="color: rgb(255, 0, 0);">'''D :'''</span> The "Never for this client" option will send the transaction receipt by paper and it will move the cursor from "Ask the question (unknown)" to "No" in the client file. Then, all receipts for this client will be automatically sent by paper.  
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If the eReceipt options are at "Yes" or at "Ask the question (unknown)" for the client, the user will have to indicate to which email address the receipts must be sent.  
  
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|}
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If the client has only one email address in their client file, the receipt will be automatically sent to this email address.
  
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== The options of the main info. tab ==
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Alternatively, if the client has several email addresses in their file, the user will have to select to which address the receipt must be sent.
  
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The selection of the email for receipts is done from the "Main Info." tab of the client file, in the "Means of communication" section.
  
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
|-
 
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| colspan="2" | In this tab, once the client's email is entered, click on this button to display the means of communication of the client in grid mode.
 
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|-
 
|-
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_003.png]]  
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_003.png]]  
 
|-
 
|-
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| colspan="2" | With this display, the "Email receipts" checkbox will appear. It is not required/mandatory/compulsory to check this box. If the client only has one email, their eReceipts will be automatically sent to this email. If the client has more than one email and this box is not checked for any of their emails, then, when the user will enter a transaction for this client, this window will open:
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| colspan="2" | To verify if an email for receipt is selected, the means of communication must be displayed in grid display mode. If the display is in "Quick entry mode", click on the [[File:Form group button.png]] button to switch the display.
  
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Once in "Grid mode", the "Email for receipts" column shows which email is currently selected for the receipts. If no email is checked, double-click on the email to identify as email for receipts.
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|}
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{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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| colspan="2" | After double-clicking on the email to identify as email for receipts, the following window will open.
 
|-
 
|-
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_004.png]]  
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_004.png]]  
 
|-
 
|-
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| colspan="2" | Then, after getting an agreement with the client, the user will be able to send the receipt to the right email.  
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| Check the "email for receipts" box, then click on "Confirm Edit". This will become the email which will be used as email for receipts.  
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|}
 
|}
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{{Footer_ProDon_Version|5.0.3.4}}<br>
 
{{Footer_ProDon_Version|5.0.3.4}}<br>

Latest revision as of 10:57, 14 June 2017

Client file's eReceipt options

CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated


Introduction

The eReceipt Module allows the receipt to be sent by email.

Some options are available to determine if the clients wish to receive their receipts by email, and if they agree, to which email the receipt must be sent.

The present document explains in detail how to use the different functions of the client file.

Client file's options

In the client file, there are 2 options linked to the eReceipt Module.
- The first option allows the selection of the client preference for their receipt format (electronic or paper).

- The second option allows the selection of the email to use when a client wishes to receive their receipt by email.

Preferred option for the receipt format

In the file of every client, it is available to select if they wish to receive their receipt by email or paper. This option is in the "Add. Info." tab of the client file.


ProDon5 eReceipt options from the client file 001.png
A: By selecting the "Yes" option, the client will automatically receive all their receipts electronically, if the occasions/activities for the one they do their transaction is configured accordingly. For more information about the eReceipt configuration in the occasions/activities, click here.


NOTE: If the "Yes" option is selected, the user will have to determine to which email address the receipt will have to be sent. To learn how to select the right email address for the receipt, please read the section "Selection of the email to use for the eReceipts" of this document.


B: By selecting the "No" option, the client will automatically receive all of their receipts in paper format, no matter the configuration of the occasions/activities for which they do their transactions.


C: By selecting the "Ask the question (unknown)" option, ProDon will ask what kind of receipt (eReceipt or paper) must be sent to the client when entering a transaction.

Selection of the email to use for the eReceipts

If the eReceipt options are at "Yes" or at "Ask the question (unknown)" for the client, the user will have to indicate to which email address the receipts must be sent.

If the client has only one email address in their client file, the receipt will be automatically sent to this email address.

Alternatively, if the client has several email addresses in their file, the user will have to select to which address the receipt must be sent.

The selection of the email for receipts is done from the "Main Info." tab of the client file, in the "Means of communication" section.

ProDon5 eReceipt options from the client file 003.png
To verify if an email for receipt is selected, the means of communication must be displayed in grid display mode. If the display is in "Quick entry mode", click on the Form group button.png button to switch the display.

Once in "Grid mode", the "Email for receipts" column shows which email is currently selected for the receipts. If no email is checked, double-click on the email to identify as email for receipts.

After double-clicking on the email to identify as email for receipts, the following window will open.
ProDon5 eReceipt options from the client file 004.png
Check the "email for receipts" box, then click on "Confirm Edit". This will become the email which will be used as email for receipts.


Document name: ProDon:Client file's eReceipt options
Version : 5.0.3.4


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