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Info

This guide is for use of non-PRONTO ERP systems only. For PRONTO, see Invoice Reprints (PRONTO).

Overview


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MultiExcerptNameFeature Overview

Let your B2B customers reprint invoices for all otheir orders online 24/7 - regardless of the entry point (Online, POS, etc).

They can do this online without your assistance by:

  1. selecting an invoice and requesting a reprint
  2. entering an email address
  3. selecting a format (.pdf or .csv.)

Invoice reprint requests are sent from the web to your ERP, and then 'printed' using either email2me, or TrueForms Director.



Panel

On this page:

Table of Contents



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hiddentrue

Allow your B2B customers to reprint invoices for their orders. 


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hiddentrue
MultiExcerptNameFeature Title

Invoice Reprints

Anchorprerequisitesprerequisites


Your Customer Experience

Your B2B user with Customer Account access logs on to your website. They access Pay Account (on the Dashboard navigation menu or via the quick access button.)

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They simply search for the invoice or invoices, then click Reprint Selected.
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In the popup, they enter their email address, then click Submit Reprint Request.

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Step-by-step guide

  1. In the CMS, go to Settings → Feature Management → Payment & Checkout.

  2. Ensure Invoice Reprint Settings is ON. 


  3. Click Configure.

  4. Toggle ON Enable Generic Invoice Reprints.


  5. Click Save & Exit.



Additional Information


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MultiExcerptNameAdditional Info
  • Reduces cost to serve by eliminating contact with Accounts Receivable staff for invoice reprints.
  • Ability for end users to get invoice reprints 24 / 7.


Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

4.37


Prerequisites


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MultiExcerptNamePre reqs

See required items.


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Orders


BPD Only?


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MultiExcerptNameBPD Only

No


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

B2B


Third Party Costs


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MultiExcerptNameThird Party Costs

$ -



Related help

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