Sending accounts and reminders by email and sms reminders

Submitted by Guest on Fri, 28/03/2014 - 09:00

General User's Discussion

Can someone please in plain english and step by step, be able to help me set up accounts and reminders that can be sent by email and also send sms to clients. As you can guess I am not a computer programer, can do it though if have everyday english terms and step instructions. We have version 1.6.2. Thank you in advance.

Jane

Re: Sending accounts and reminders by email and sms reminders

Submitted by tgething (not verified) on Fri, 28/03/2014 - 10:37.

Jane - to save me a lot of writing, can you first read through the Context Sensitive Help stuff. [This was written for the 1.7 release but 95% applies to 1.6.] - start at http://www.openvpms.org/documentation/csh and keep following the links.

Also - look at the 'New in 1.7' stuff at http://www.openvpms.org/documentation/csh/1.7/new-features to see what stuff is being discussed that is NOT in your 1.6.2

However, quickly:

1. Sending accounts by email: I assume that you have entered the email contacts for your customers (see http://www.openvpms.org/documentation/csh/1.7/concepts/contacts ). If so, when you print the invoice you have the option to email it to the customer. See http://www.openvpms.org/documentation/csh/1.7/concepts/printing

2. Sending reminders by email: see http://www.openvpms.org/documentation/csh/1.7/concepts/reminders

3. Reminders by SMS - not currently supported (even in 1.7). We have some macros we use to generate the sms text so that it is easy to send individual reminders. Below is an example.

Regards, Tim G