thankQ Help

Invoices can be generated in bulk for orders awaiting despatch by creating a mailing in Mail Manager.

The Merchandise option will only be available if there are invoices for the date range selected.

1.Create a mailing in Mail Manager selecting Invoice as the Preference

2.Click OK

3.Click on Invoices under the Workflow options

4.Select a Start and End Date

 

5.Click in the tick box beside Merchandise, click Select

6.Place a tick in each source code required, click Select

7.Click OK

8.Click Contacts Prepared under Workflow

9.Click Merge Options under Workflow

10.Click on the Merge option under Workflow

11.Select and Open the Invoice Template

12.Click Finish & Merge on the Word ribbon

13.Click Edit Individual Documents….

14.Click OK

15.Exit Word and Log the document back into thankQ

16.Click Log as Sent under Workflow