You can set up to send Receivable Invoices to Xero or email them to a Contact Person at the Receivable Account, or both.
Send Receivable Invoices to Xero
Overview
You can set up to send Receivable Invoices to Xero, or to email them to the Receivable Account, or both.
You will need to have the settings to integrate to Xero. Read about that here: Getting started with Lentune to Xero Integration.
Click to read about how to Send Receivable Account to Xero.
Send Receivable Invoices to Xero
In order to send invoices to Xero, you must flag the Receivable Account to do this. Each Receivable Account to have invoices sent must have this setting completed.
Then set up the Scheduled Task End Of Day Email All Unsent Receivable Invoices to send the invoices out, e.g. daily.
A. Flag the Receivable account as Send Invoices to Xero
- Start at Receivables > Receivable Accounts and select the Receivable Account you want to set up.
- In the Details tab Account details section, scroll down the page.
- Send invoice to xero: Check this field. Note that this field appears once you have set up the Xero integration, as noted above.
B. Set up the Scheduled Task.
Next, set up the Scheduled Task called Send Receivable Invoice To Xero.
Refer to Create a Scheduled Task to read how to do this.
Send Invoices by Email to a Contact Person
If you want to send invoices by email to a Contact Person, then you must set up the Email Contact Point for each relevant Receivable Account.
Then set up the Scheduled Task End Of Day Email All Unsent Receivable Invoices to send the invoices out, e.g. daily.
A. Set up the Email Contact Point
- Start at Receivables > Receivable Accounts and select the Receivable Account you want to set up.
- Click the Options tab > Invoicing Options section.
-
Invoice and claim delivery contact point: Click the blue Plus
on the right of this field.
In the New Contact Point window:
- Contact point type: Select Email from the dropdown list.
- Description: Enter the name of the person.
- Email Address: Enter the email address of the person to send to.
- Click Save & close.
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TIP: You can send invoices to multiple email addresses. If you wish to do this, edit the Invoice and Claim Delivery Contact Point by clicking the edit icon above the Contact point field, or if you are adding your first email address, click the add icon above this field. Then in the Email address field, enter the email addresses you want, separating them by a semi-colon, and click Save & close. |
B. Set up the Scheduled Task.
Now you can set up the Scheduled Task called End Of Day Email All Unsent Receivable Invoices.
Refer to Create a Scheduled Task to read how to do this.
Send Invoices to Xero and Email to a Contact Person
If you wish to send invoices to Xero and also email them to a contact person your set up steps are:
A. Flag the Receivable Account to send invoices to Xero.
Do this as per Flag the Receivable account as Send Invoices to Xero
above.
B: Set up the Contact Person's email address.
Do this as per Set up the Email Contact Point above.
C: Set up the Scheduled task and subtask.
1. Set up the End Of Day Email All Unsent Receivable Invoices as the first Scheduled Task.
2. Set up Send Receivable Invoice To Xero as the Subtask.
Refer to Scheduled task with a Sub-task to read about this.
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