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This placeholder page is for call #104500.
Info
iconfalse
titleIs this feature disabled?


Image Added This feature needs to be switched on for your site by Commerce Vision. 


Overview

Info

This guide is for use of non-PRONTO ERP systems only. For PRONTO, see Invoice Reprints (PRONTO).

Overview



Multiexcerpt
MultiExcerptNameFeature Overview

Let your B2B customers reprint account invoices for all otheir orders online 24/7 - regardless of the entry point (Online, POS, etc).


They can do this online without your assistance in Pay Accounts by :

  • selecting an invoice and requesting a reprint

    • selecting the invoices, entering an email address

  • selecting a format (.pdf or .csv.)

    • Invoice reprint requests are sent from the web to your ERP, and then 'printed' using either email2me, or TrueForms Director, and clicking Send Reprint Request.




    Panel

    On this page:

    Table of Contents



    Excerpt
    hiddentrue

    Allow your B2B customers to reprint invoices for their orders. 


    Multiexcerpt
    hiddentrue
    MultiExcerptNameFeature Title

    Invoice Reprints

    Anchorprerequisitesprerequisites

    Your Customer Experience

    Your B2B user with Customer Account access logs on to your website. They access Pay Account (on the Dashboard navigation menu or via the quick access button.)

    Image Added

    They simply search for the invoice or invoices, then click Reprint Selected.
    Image Added

    In the popup, they enter their email address, then click Submit Reprint Request.

    Image Added 

    Step-by-step

    guides

    guide

    Enable Reprint Settings

    1. In the CMS, go to Settings → Settings → Feature Management → Payment & Checkout.

    2. Ensure Invoice Reprint Settings is ON. 
      Image Added

    3. Click Configure.

    4. Toggle ON Enable Generic Invoice Reprints.
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    5. Click Save & Exit.


    Edit Invoice Reprint Template 

    To change text, labels and prompts on the page :

    1. Go to Content → Pages & Templates → Invoice Reprint Page.

    2. Click Edit for the Invoice Reprint Widget. 


    Additional Information


    Multiexcerpt
    MultiExcerptNameAdditional Info
    • Reduces cost to serve by eliminating contact with Accounts Receivable staff for invoice reprints.
    • Ability for end users to get invoice reprints 24 / 7.


    Minimum Version Requirements


    Multiexcerpt
    MultiExcerptNameMinimum Version Requirements

    4.37


    Prerequisites


    Multiexcerpt
    MultiExcerptNamePre reqs

    See required items.


    Self Configurable


    Multiexcerpt
    MultiExcerptNameSelf Configurable

    Yes


    Business Function


    Multiexcerpt
    MultiExcerptNameBusiness Function

    OrdersOrdering


    BPD Only?


    Multiexcerpt
    MultiExcerptNameBPD Only

    No


    B2B/B2C/Both


    Multiexcerpt
    MultiExcerptNameB2B/B2C/Both

    B2B


    Third Party Costs


    $ -
    Multiexcerpt
    MultiExcerptNameThird Party Costs




    Related help

    Content by Label
    showLabelsfalse
    max5
    spacesDRAFT
    showSpacefalse
    sortmodified
    reversetrue
    typepage
    cqllabel in ("invoice","pronto","reprint","accounts","treuforms","orders") ) and type = "page" and space = "KB"
    labelsinvoice reprint orders treuforms pronto accounts

    Content by Label
    showLabelsfalse
    max5
    spacesDRAFT
    showSpacefalse
    sortmodified
    reversetrue
    titleRelated widgets
    typepage
    excludeCurrenttrue
    cqllabel = "widget" and type = "page" and space = "KB" and title ~ "'reprint invoice'"
    labelsinvoice reprint orders treuforms pronto accounts