[Vtigercrm-developers] Where is the documentation for the Recurring invoice feature?

[David V.]

William,

Go to settings / Worklow
Choose Invoice module
Select only on the first save
Add a new condition
Select Status is AutoCreated
Add a new task
Choose Recipient : Account email
Fill appropriate subject and body

The above method is usefull to tell customers that new invoices are
availables on your website (in their customer's area).

But I doubt you can use it to send an attached invoice by email.

It's very easy to setup an area for customers to come and print their
invoices. Just use Customer Portal.

David V.


2009/8/13 William King <quentusrex at gmail.com>

> How can it be sent out with the workflow? I have about 100 invoices a
> day to be sent out, and it'd work great if I could save a template
> e-mail for the SO to use when it sends the invoices.
>
> -William
>
> David V. wrote:
> > William,
> >
> > The invoices are not supposed to be automatically emailed out when
> > generated. But I think you can do it with the workflow.
> >
> > David V.
> >
> >
> > 2009/8/13 William King <quentusrex at gmail.com <mailto:
> quentusrex at gmail.com>>
> >
> >     I'm trying to figure out why the invoices aren't e-mailed out when
> the
> >     invoice is generated.
> >
> >     -William
> >     _______________________________________________
> >     Reach hundreds of potential candidates - http://jobs.vtiger.com
> >
> >
> >
> > ------------------------------------------------------------------------
> >
> > _______________________________________________
> > Reach hundreds of potential candidates - http://jobs.vtiger.com
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090813/5975a49b/attachment-0003.html