知識庫

Setting up emailing Invoices

Hint Ref: 020612120004
Hint Date: 12/12/2006

Hint Details:

1.  Under Customer questionnaire Create question with ID - PDF and ChoiceID - YES and  ChoiceID - NO

2.  Under Settings - Contact - Types, Create Type with Code - PD Invoice Emailed

3. Set up the site's invoice document template to use the 'PDF invoice.xml' script once the necessary changes have been made to the script (such as email template location).

The XML job will then, by default, use the customer's Primary Email Address to email invoices