{"id":12325,"date":"2016-03-19T08:46:32","date_gmt":"2016-03-19T08:46:32","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12325"},"modified":"2019-03-30T04:55:14","modified_gmt":"2019-03-30T04:55:14","slug":"send-sage-300-invoices-to-customer-from-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/19\/send-sage-300-invoices-to-customer-from-sage-crm\/","title":{"rendered":"Send Sage 300 Invoices to Customer from Sage CRM"},"content":{"rendered":"

In one of our earlier blog we have discussed how, \u201cTo Print Sage 300 invoices within Sage CRM\u201d.<\/p>\n

New stuff:\u00a0<\/strong><\/em>Identifying Screen Mode in Client Side API<\/a><\/span><\/p>\n

Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF\/Word format to customer.<\/p>\n

Recently we came across a requirement from one of our Client where they wanted to send\u00a0Sage 300 Invoice<\/strong>\u00a0details to Customer being on the Invoice information screen itself and that too in a specified format. Basis on the Client\u2019s request we have added Email Invoice button on Invoice Information screen as shown below.
\n\"Invoice<\/a>Upon hitting Email Invoice button, Invoice document will be sent to Customer as an attachment in Email. Refer below screenshot of the email that was received by Customer with an attachment.
\n\"Email<\/a>The Invoice document which customer receives was stored in particular format. So, for this we kept a folder containing format of the invoice on the server. This format will be merged at run time when\u00a0Email Invoice<\/strong>\u00a0button as shown above is clicked.<\/p>\n

The email content added in the above screenshot is just a basic content; we can modify the content and subject line as per the requirement.<\/p>\n

As for sending the email to Customer, we have used Sage CRM standard way of sending email to Customer.
\nBelow are the detailed steps we followed to send Invoice Email to Customer.<\/p>\n

    \n
  1. Configured Invoice Email content and subject line in Email templates of Sage CRM.<\/li>\n
  2. Fetched Customer Email address from Customer Email record.<\/li>\n
  3. From address is defined under Email Aliases.<\/li>\n
  4. Used standard SMTP settings to send email to Customer.
    \nFor more information, drop us an email at     crm@greytrix.com<\/a>.<\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    In one of our earlier blog we have discussed how, \u201cTo Print Sage 300 invoices within Sage CRM\u201d. New stuff:\u00a0Identifying Screen Mode in Client Side API Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF\/Word format to customer. Recently\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12325","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nSend Sage 300 Invoices to Customer from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/19\/send-sage-300-invoices-to-customer-from-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send Sage 300 Invoices to Customer from Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In one of our earlier blog we have discussed how, \u201cTo Print Sage 300 invoices within Sage CRM\u201d. 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