Sending Invoices in Advance of Payment

To begin, start a regular rollover process, by going into the  Permits  menu and selecting  Active Sales Window.  Click on  Rollover Users  to enter the rollover wizard. 

 

 

 By  deselecting  the preferred payment method here you can perform a rollover that will not process automated payments. 

 

 

 By clicking  Rollover Permits,  the system will enter these permits in a state of awaiting payment and allow for an invoice to be created. To access the invoicing tool, go into the  Payments Menu  and select  Prepare Company Invoices . 

 

 

 The  Prepare Invoice  window will open showing the users who have been set up for invoicing through the rollover process. 

 

 

 By clicking on  Prepare Invoice , the system will generate an email with the invoice as the body of message. 

 

 Re-Sending an Invoice 

 When do we use this? 

 It is also possible to change the email and  re-send  or just resend an invoice if the client requests a second copy sent. If for example the client mistakenly deleted the email, the admin has the ability to search up the original invoice and send it again. 

 In our sample here we are looking for an invoice for  Voula Costa . 

 

 

 To do so there are two different methods. You can find the invoice in the  user's profile under History  or you can search for the invoice through the  Search Invoice  utility. 

 Firstly let's search the user in question: In this case using the last name  Costa . 

 

 

 Click on the  username  to access the user's profile. 

 

 

 Once in the user's profile hover over  History  and click on  All Records  to access the list of this user's transactions. 

 

 

 Locate and click on the  invoice number  that you wish to resend. 

 

 

 Once in the invoice preview you will notice the  Re-Send Email  button. Click on this button to re-send the invoice. 

 

 

 The invoice will be re-sent. In the sample below there is an original invoice send as well as a re-send. Notice the email title for the re-send has a prefix added indicating this is a  Re-sent  invoice. 

 

 

 As mentioned above you can also find the invoice you wish to resend using the  Invoice Search tool . To do so access the   tool under the  Permits  menu. Hover over  Permits  and click on  Invoice Search  in the drop down menu. 

 

 

 In the search criteria window enter the  Invoice Number  in question and click search. In this case  Invoice Number 1018 . 

 

 

 From the resulting search result click on the  Invoice Number  to access the  Invoice Preview Window .  

 

 

 The process after this point is identical to  step 6 and 7   above . 

 The Re-Sent Invoice will look identical the original invoice format: 

 

 

 It is important to note that in order to print this PDF document you should follow these next steps 

 You must first navigate to the aforementioned email where you will find an attachments link circled below 

 

 

 After opening the attached PDF file you will be brought to the file opened in the web browser. 

 

 

 If you print form here you will receive a cut off version of this PDF. In order to prevent this you should download the file by pressing this button: 

 

 

  Save it to your preferred location and open it with the PDF reader of your choosing 

 

 

 From here you just print the invoice like you would a normal document ensuring that the print scale is set to 100%