Turn the tedious, time-consuming, manual task of invoicing into a fully automated process that will save you a ton of time. In this webinar, Alex Kim demonstrates the benefits of Auto-Invoicing and how it works. At the end of the session, you’ll get access to FREE step-by-step instructions to add Auto-Invoicing to QAD yourself without buying any software or hardware. Or, if your time is limited and you prefer a faster solution, we’ll show you how our affordable LBOX software can do most of the work for you.
Auto-Invoice will help your staff avoid errors, significantly reduce invoicing time and cost, and achieve greater scalability – as your company grows, auto-invoice grows with it. We’ll show you how…
• QAD documents are immediately converted to PDF or Excel and placed on the network share
• Invoices are generated automatically
• Invoices are emailed to your customers, team members or partners in personalized emails
How many email addresses can be added and what is the separator?
You use a comma as the separator, but you can not exceed a field length of 32 kilobytes. Another option is to ask your customer to provide a single generic email account for auto-invoicing purposes [for example AccountsPayable@company.com] to allow them to manage their distribution internally as their approval needs and staffing change. Usually, this can be done easily in your customer’s email system. Also, it’s a good practice to CC: outgoing emails to your internal staff so they are aware what your customers receive.
How do we get started with option #3 “do it for me”
Click here to review all three options with links to get started.
Does Auto-Invoice work the same way with QAD reporting framework reports?
If you currently use QAD reporting framework to generate invoices, you will not be able to automate email distribution of those documents. In other words, you will need to reproduce invoice forms with LBOX in order to automatically email them to your customers.
Does LBOX allow you to modify QAD invoice output or it’s just an overlay?
Yes, it is an overlay. However, you do have the capability of changing font styles, where needed. For example, you may want the Bill-to address to be printed in larger font, comments to be in italic or a different color, etc. You can make those kinds of formatting changes, but it’s pretty much an overlay.
Would it be possible to implement 3rd party invoice forms with this process?
It depends. If 3rd party PDF files are accessible, then most likely it will be possible to automate.
Join our mailing list to stay informed about our webinars