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Re: Online - Email Invoices/ReceiptsFrom: Shawn Hogan Date: Saturday, February 15, 2003
Time: 10:03:43 pmVictor Garcia wrote:
> How can I make Optigold automaticly invoice my customer after they sign up or
> when my employees create an account for my customer?
For online signups, set the following setting to 'Yes':
Maintenance & Preferences -> Web Interface Setup -> Online Signup ->
Automatically Create Invoice
For employee created accounts, when it asks the employee if they would like
to create the invoice, have them click "Yes".
> Also, for the receipts, how would I go about making Optigold automaticly send
> them a receipt after a credit has been placed on their account or even a
> payment?
If it's an automatic payment, set the "Auto-Send Receipts" setting to 'Yes'
(under the billing preferences). If it's manually created under the Receive
Payments section, make sure you have the receipt type selected that you want
it to send.
- Shawn
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Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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