CK Sales email Invoicing

Supported software: Opera 3

Supported Software – Opera 3

 

Product Overview:

 

A utility available for Opera 3 which allows the user to select a single or a batch of Sales Invoices and Credit Notes for emailing from a grid view screen.

 

Unlike standard Opera, multiple invoices can be attached to a single email so customers receive fewer emails in their inbox improving their account experience with you. The emails can be set with priority flags for the customer’s attention, other attachments (such as terms & conditions) can be added and a new separate email address field on the account header allows for invoices and statements to be sent to differing recipients.

 

Test emails can be produced so you can ensure the customer is receiving the emails in the correct

format.

 

Key Functionality:

 

• Multiple PDF’s can be attached to one Email

• Select customers to Email by range of account, region, territory or type or select on an invoice date range

• Available for invoices and credit notes

• New email address field on Sales Header allows invoices & statements to be emailed to different recipients

• Separate Email template profile available for this routine

• Email options available (read requests and other attachments may be added)

• Selected invoices will highlight in red if a problem is highlighted with the invoice (Eg. No Email address available, incorrect Email address, no PDF available)

• The invoice PDF can be previewed directly from the grid view screen

• Customer Notes are updated automatically

• Easy to use with full Opera “look-and-feel”

Accessed directly from Opera Sales Reports Menu

 
Markets Icon

Markets


  • Car Hire
  • Construction
  • Food & Beverages
  • Jewellery Manufacturing
  • Leisure
  • Personnel Recruitment
  • Point of Sale
  • Service Industries
  • Wholesale
  • Distribution
  • Manufacturing
Software Addon Support Icon

Software Addon Support


  • Telephone Support
  • Email Support
  • Onsite Training
  • Telephone Training
  • Onsite Support
  • Dial In Support
  • Computer Based Training (CBT)

Addon supplied by

C K Systems Logo

Castle Court 2 Castlegate Way
Dudley
West Midlands
DY1 4RH

email: sales@ckca.co.uk

01384 245200  01384 245200

https://www.cksystems.co.uk  https://www.cksystems.co.uk