Offers and reservations
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      How to configure invoice and offer email or document

      Introduction

      In order to send offers and invoices you can create different document and email templates based on your needs.

      Configuration

      • Go to Menu - Communications - Post Office - Setup - Office
      • Add a new template (or double click to edit an existing one)
      • You can edit the html code
      • Set "Sending active" and "Queuing active" ON to be able to send it by email and apply the changes.

      Make sure to set recordType "reservation" for offer and "invoice" for invoice template

      16 STEPS

      1. Click on Menu on the POS or Configurator

      Step 1 image

      2. Menu - Communication - Post Office - Setup

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      3. Click on the Office section on the top

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      4. Double click on an existing template (or click + to add a new one)

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      5. RecordType needs to be "reservation" for an offer template and "invoice" for an invoice template

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      5b. Drop

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      6. Double click on the template

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      7. You can edit the html code

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      8. You can edit the html code

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      9. You can add parameters, you can find the list on the left

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      9b. Click

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      10. You can add a parameter by double clicking on it

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      11.

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      12. Apply and Close the editing page

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      13. Set Sending active ON

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      14. Set Queuing active ON

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      15. Click OK

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      16. Click OK

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      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2146836/Change-offer-and-invoice-document-template