Sales documents
The connector extends the standard sales pages so the Autopay source data stays reachable, and so merged invoices can be followed by a detail email.
Sales Invoice
Section titled “Sales Invoice”| Action | What it does |
|---|---|
| Show Autopay Invoice Items | Opens the Autopay invoice items that contributed to the sales invoice. |
| Show Autopay Invoice Payments | Opens the Autopay payments linked to the sales invoice. |
The link runs through the Processing ID stored on the document. The sales invoice subform has an additional read-only description field, Description Blob, for longer text on lines.
Posted Sales Invoice
Section titled “Posted Sales Invoice”| Action | What it does |
|---|---|
| Show Sent E-Mail | Opens all emails sent in relation to the posted invoice. |
| Show Autopay Invoice Items | Opens the related Autopay invoice items. |
| Show Autopay Invoice Payments | Opens the related Autopay invoice payments. |
The source data remains available after posting.
Posted Sales Invoices
Section titled “Posted Sales Invoices”| Action | Group | What it does |
|---|---|---|
| Send Invoice Detail | Invoice | Emails the details of all merged invoices in view that have not yet had the detail email sent. |
The email address comes from the customer’s Invoice Detail E-Mail field, or its invoice email. Only invoices marked as merged and not yet sent are processed.