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 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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Le Module de Reçus Électroniques permet d'envoyer massivement les reçus des clients par courriel. À partir du courriel qu'ils recevront, les clients auront un lien à cliquer et devront se connecter afin de voir leur reçu.
 
  
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== The options of the « Add. info » Tab Les options de l'onglet « info. supplémentaires » ==
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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:  
 
| 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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Pour configurer le type de reçu qu'un client recevra, il faut se rendre dans la section « Reçus électroniques (par courriel) » de l'onglet « info. supp. » de la fiche client:
 
 
|-
 
|-
 
| 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.  
 
| 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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L'option « Oui » permet au client de recevoir ses reçus par courriel. Si le curseur est à cette option et que le client n'a pas de courriel, le reçu sera automatiquement envoyé sous forme de papier.
 
  
 
| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The "No" option allows the client to receive their receipts in paper form.  
 
| <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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L'option « Non » permet au client de recevoir ses reçus sous forme de papier.
 
 
|-
 
|-
  
 
| 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:
 
| 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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L'option « Poser la question (inconnu) » posera la question suivante à l'utilisateur après avoir créé une transaction pour le client:
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|-
 
|-
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_002.png]]  
 
| 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.  
 
| <span style="color: rgb(255, 0, 0);">'''A :'''</span> The "Yes" option will send the receipt by email.  
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L'option « Oui » enverra le reçu de la transaction par courriel.
 
  
 
| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The "No" option will send the receipt by paper.  
 
| <span style="color: rgb(255, 0, 0);">'''B :'''</span> The "No" option will send the receipt by paper.  
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L'option « Non » enverra le reçu sous forme de papier.
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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 (unkown)" 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);">'''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 (unkown)" to "Yes" in the client file. Then, all receipts for this client will be automatically sent by email.  
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L'option « Toujours pour ce client » enverra le reçu de la transaction par courriel et déplacera le curseur de « Poser la question (inconnu) » à « Oui » dans la fiche du client. Désormais, tous les reçus de ce client seront automatiquement envoyés électroniquement.
 
  
 
| <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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L'option « Jamais pour ce client » enverra le reçu de la transaction sous forme de papier et déplacera le curseur de « Poser la question (inconnu) » à « Non » dans la fiche du client. Désormais, tous les reçus de ce client seront automatiquement envoyés sous forme de papier.
 
 
|}
 
|}
  
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== The options of the main info. tab Les options de l'onglet info. principales ==
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== The options of the main info. tab ==
  
  
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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.  
 
| 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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+
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Dans cet onglet, après avoir entré le courriel du client, il faut appuyer sur ce bouton pour afficher les moyens de communication du client en mode grille.
 
 
|-
 
|-
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_003.png]]  
 
| colspan="2" |[[File:ProDon5_eReceipt_options_from_the_client_file_003.png]]  
 
|-
 
|-
 
| 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 have one email, their eReceipts will be automatically sent to this email. If the client have 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:
 
| 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 have one email, their eReceipts will be automatically sent to this email. If the client have 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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Sous cette forme, la case « Courriel pour les reçus » apparaît. Il est possible de cocher cette case comme il est possible de la laisser vide. Si le client n'a qu'un seul courriel, ses reçus électroniques seront automatiquement envoyés à ce courriel. Par contre, si le client possède plusieurs courriels et que cette case n'est cochée pour aucun de ses courriels, lorsque l'utilisateur entrera une transaction pour ce client, cette fenêtre ouvrira:
 
  
 
|-
 
|-
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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.  
 
| 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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Donc, après s'être entendu avec le client, l'utilisateur pourra envoyer le reçu électronique au bon courriel.
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|}
 
|}
  
  
 
{{Footer_ProDon_Version|5.0.3.4}}<br>
 
{{Footer_ProDon_Version|5.0.3.4}}<br>

Revision as of 10:36, 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 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

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:
ProDon5 eReceipt options from the client file 001.png
A : 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. B : The "No" option allows the client to receive their receipts in paper form.
C : The "Ask the question (unknown)" option will ask the following question to the user after the creation of a transaction:
ProDon5 eReceipt options from the client file 002.png
A : The "Yes" option will send the receipt by email. B : The "No" option will send the receipt by paper.
C : The "Always for this client" option will send the transaction receipt by email and it will move the cursor from "Ask the question (unkown)" to "Yes" in the client file. Then, all receipts for this client will be automatically sent by email. D : 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.

The options of the main info. tab

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.
ProDon5 eReceipt options from the client file 003.png
With this display, the "Email receipts" checkbox will appear. It is not required/mandatory/compulsory to check this box. If the client only have one email, their eReceipts will be automatically sent to this email. If the client have 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:
ProDon5 eReceipt options from the client file 004.png
Then, after getting an agreement with the client, the user will be able to send the receipt to the right email.


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


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