- A topic that's near and dear to the heart
of business owners is billing your customers
and Dynamics GP has lots of really neat features
that help you bill your customers
in a more efficient manner.
Let's take a look at a few of these.
On the navigation pane, I click on 'Sales'
and then under 'Sales Transactions' I'm going
to select 'Print Sales Documents.'
This window allows you to print sales documents in mass.
So I can select invoices, I can say
to include a packing slip for instance.
I can choose whether I want to send the document
in an email, whether I will print a previously printed
or previously sent document.
Whether to include tax details
and I can filter this whole thing by batch.
For instance I can print just a certain batch
of invoices. I would simply select the print button
after I had selected all of this.
The 'Clear' button will just simply clear
out my selections and allow me to start again.
There's also a 'Bulk Print.'
This is for bulk picking print for your pick tickets
and shows you what things are available to pick.
(mouse clicking)
As far as emailing invoices directly to your customer,
that's so much more efficient than printing out
pieces of paper and putting it in
a window envelope and mailing it out.
It also saves you money.
Under the 'Customer' card in GP
we now have this email button
which wasn't in earlier versions.
And in there you can direct the invoice as you see here
to, in this case an XPS format.
You can choice the DOCX format which is a Word document
or a PDF file.
Right now the email address based on DOC Type is disabled.
When you enable that, you can even specify
a different email address depending on whether you're
sending out an invoice or a return
or a statement, for instance the statement
might be "email to one of your customer's contacts"
and the actual invoice may go to a different contact.
You can click on this ellipse here
and you can even set up multiple email addresses
for that customer.
This is the email address based on DOC Type
which is a newer feature in Dynamics GP.