Difference between revisions of "ProDon:Client file's eReceipt options"
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== Introduction == | == Introduction == | ||
− | The eReceipt Module allows the massive sending of receipt to client by email. To see their receipt, the clients will have to click on the link they will receive in that email. | + | 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. |
== The options of the « Add. info » tab == | == The options of the « Add. info » tab == | ||
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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 ( | + | | <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. |
| <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. | | <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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| 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 | + | | 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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Revision as of 09:46, 5 May 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 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.
The options of the « Add. info » tab
The options of the main info. tab
Document name: ProDon:Client file's eReceipt options
Version : 5.0.3.4