|
Purpose
| • | Copy Kits are a type of Billing Contract like Automatic Billing, that is attached to a piece of equipment and are used to generate revenue. |
| • | A typical Cop Kit will last for 12 months or for a pre-determined number of copies, which ever expires first. |
| • | A Copy Kit allows equipment to be grouped into various Billing Status Codes for searching and reporting purposes.
|
Activities
| • | Click on a Overview icon (eg. _sml.png) ) to open the Overviews and Coaching . |
|
Advanced User Information
| • | When the Print/Preview button is clicked, the invoice is previewed instead of being emailed to the customer. |
| • | Print Delivery Options Extended |
| • | Depleting contract statements can now be emailed (or exported to PDF) to the customer. |
| • | Before statements can be emailed, you need to set up the Depleting Contract email template in:
Admin >> Setup >> General >> Email Set Up. |
| • | In addition to the statements, the Payments and Usage Reports from Admin >> Equipment >> Depleting Contracts
can be emailed (or exported) and require the General email template to be set up correctly. |
| • | If the Email option is greyed out – one of the things that should be checked is the email address in:
Admin >> Set Up >> Accounting >> Company
|
|
.png)
.png)
.png)