Comments on: Attaching documents to your sales invoices http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/ dialogue on the e-conomic accounting system Tue, 08 Nov 2011 12:17:29 +0000 hourly 1 http://wordpress.org/?v= By: PeteK http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/#comment-147 PeteK Tue, 30 Jun 2009 16:09:38 +0000 http://blog.e-conomic.co.uk/?p=573#comment-147 Very useful video! I actually first found it at youtube: http://www.youtube.com/watch?v=XvcsNB6MTRc and then I discovered this blog. I will be checking in on you here in the future :-) Very useful video! I actually first found it at youtube: http://www.youtube.com/watch?v=XvcsNB6MTRc and then I discovered this blog.

I will be checking in on you here in the future :-)

]]> By: Mark Davies http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/#comment-146 Mark Davies Mon, 29 Jun 2009 11:34:27 +0000 http://blog.e-conomic.co.uk/?p=573#comment-146 @Phil - thanks for the feedback. Here is an explanation of how/why we designed it the way it is. We wanted to avoid making users manually select the additional document each time they send an invoice, so instead of providing the option to add an attachment at the point of sending, you set it up as part of the invoice layout. Companies that have several different types of attachment can create as many invoice layouts as needed by copying their existing "Template collection" and making changes. You can do this within "Design and layout" on the Sales tab. You set a default template collection for each customer by editing the customer's settings, but you can still change this "on the fly" for individual invoices by editing the invoice settings and choosing a different template collection. Each additional document must first be loaded into the e-conomic image archive (also found within "Design and layout"). It is saved as a fixed image and does not utilise variable elements. Any variable elements should be added to the main invoice layout rather than an additional document. By the way, if the additional document is a PDF with hyperlinks in it (such as to a web site or e-mail address), these links still work in the final invoice PDF which goes out to the customer. @Phil – thanks for the feedback. Here is an explanation of how/why we designed it the way it is.

We wanted to avoid making users manually select the additional document each time they send an invoice, so instead of providing the option to add an attachment at the point of sending, you set it up as part of the invoice layout. Companies that have several different types of attachment can create as many invoice layouts as needed by copying their existing “Template collection” and making changes. You can do this within “Design and layout” on the Sales tab.

You set a default template collection for each customer by editing the customer’s settings, but you can still change this “on the fly” for individual invoices by editing the invoice settings and choosing a different template collection.

Each additional document must first be loaded into the e-conomic image archive (also found within “Design and layout”). It is saved as a fixed image and does not utilise variable elements. Any variable elements should be added to the main invoice layout rather than an additional document.

By the way, if the additional document is a PDF with hyperlinks in it (such as to a web site or e-mail address), these links still work in the final invoice PDF which goes out to the customer.

]]> By: Phil Rutter http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/#comment-139 Phil Rutter Thu, 25 Jun 2009 12:35:03 +0000 http://blog.e-conomic.co.uk/?p=573#comment-139 Very useful for adding pre-defined text to an invoice, but rather complex in my view. It would be much simpler to have an "attach document (PDF)" facility in the "book invoice" process, which would add a file to the e-mail - one file would be the invoice, the other the attached document - which could be anything. On a more positive note for the current system, presumably, if it is now possible to create a PDF for the additional information, it might also be possible to embed relevant data into that PDF in the same way as it is possible to embed it into the current document set. If, for example, you wanted the extra document to be a covering letter of some sort being sent to subscribers, it might be possible to have the letter be a "mail-merge" with each letter being individualised for each subscriber... Very useful for adding pre-defined text to an invoice, but rather complex in my view. It would be much simpler to have an “attach document (PDF)” facility in the “book invoice” process, which would add a file to the e-mail – one file would be the invoice, the other the attached document – which could be anything.

On a more positive note for the current system, presumably, if it is now possible to create a PDF for the additional information, it might also be possible to embed relevant data into that PDF in the same way as it is possible to embed it into the current document set. If, for example, you wanted the extra document to be a covering letter of some sort being sent to subscribers, it might be possible to have the letter be a “mail-merge” with each letter being individualised for each subscriber…

]]> By: David Coveney http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/#comment-138 David Coveney Thu, 25 Jun 2009 07:36:41 +0000 http://blog.e-conomic.co.uk/?p=573#comment-138 Excellent new feature there which I look forward to using. I do think labelling these as images rather than attachments is a little shaky from a usability point of view, however, but the video makes the process clear. Screencasts are also excellent, especially with Jacqui's soothing "don't panic" voice :-) Excellent new feature there which I look forward to using.

I do think labelling these as images rather than attachments is a little shaky from a usability point of view, however, but the video makes the process clear.

Screencasts are also excellent, especially with Jacqui’s soothing “don’t panic” voice :-)

]]> By: Kim Sneum Madsen http://blog.e-conomic.co.uk/attaching-documents-to-your-sales-invoices/#comment-137 Kim Sneum Madsen Wed, 24 Jun 2009 13:49:40 +0000 http://blog.e-conomic.co.uk/?p=573#comment-137 Hi Jacqui, I'm very impressed and what a brilliant new feature if I may applaud ourselves :-) /ksm Hi Jacqui,

I’m very impressed and what a brilliant new feature if I may applaud ourselves :-)
/ksm

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