New Production Views
February 27, 2024DocketManager Training and Help
April 26, 2024
Did you know? There are some features you might not know about
Based on some frequently asked questions, here is part 4 of a list of hidden but very helpful features you might not know about.
Payment terms can be configured with a number of days to auto calculate invoice due dates when posting orders.
This can be found under the Financial option of the Accounting section of the Settings page.
When printing multiple invoices for split shipments or distributions, you have the option to group them together based on either the contact or tax rate.
Default Document and Email Selections
When managing various brands or clients who require specific formatting for emails or documents, it is possible to establish default settings for each customer to eliminate the need for manual recollection.
This can be found in the edit modal of the customer.
Now you have the power to send invoices to multiple customers all at once. When a customer has more than one selected invoice they will be consolidated into one pdf and one email.
This can be found on order search.
In addition to invoices, statements can also be conveniently sent out in large quantities via email. By default, the recipient's email address will be automatically set to the accounts payable contact listed on the customer.
This can be found on accounts receivable.
What features will you use?
