Invoice with ease directly from the placement record

  • Invoice written in blue letters

You can now send emails to your invoice contact from a placement record and the wizard will also record a reportable note and allow you to create a followup should you need to.

You can also attach a generated PDF invoice to the email if you need to – for more information on how to create your invoice templates or to talk to Chameleon-i about our paid for creation service, please call 01483 600370.

Instructions
On the Placement record, Placement Details tab – there is a field called Contact Email

Step 1
The user opens a Placement record

Step 2

The user enters the Invoice Contact name and the Contact Email and saves the change, the record then refreshes and the email icon appears next to the Contact Email

Step 3
The user can then click the email icon to trigger the single email wizard

Step 4
When the green finish button is pressed, Chameleon-i then creates a note with the Invoice Email type (which we need to create)

The Invoice Email type should default to this:

Activity Type:     Invoice Email
Body:                   Invoice Email
Subject: Invoice Email Sent

 

 

 

 

 

 

 

2018-04-09T15:43:14+00:00 21/11/2017|Categories: Our Software|Tags: , , , , |

About the Author:

David Egan, managing director of Chameleon-i knows exactly what recruitment agencies need. An ex-recruiter and recruitment consultancy owner with over 22 years' experience in the industry, his faithful sidekick is a dog named Max.

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