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UNOSOF MANUAL
User Guidelines EN
User Guidelines EN
  • UNOSOF MANUAL
  • TAXONOMY DEFINITIONS
    • Products
      • Species
      • Varieties
      • Non-Real Varieties
    • Bunches
      • Solid Bunches
      • Rainbows
      • Bouquets
    • Boxes
      • Solid Boxes
      • Mixed / Assorted Boxes
      • Bouquet Boxes
      • Consumer Box
    • Product Definitions
      • Farm Products
      • Importer
    • Floricode
      • Floricode Schema
        • f_products
        • f_genus
    • Farm Workflow
    • Cultivation Management
    • Additional sources
  • Accounting
    • Account Transactions
      • Make Deposits
        • Commission Management
      • Retention
      • View Deposits
        • Move Unapplied Deposit Values
    • Accounting Administration
      • Company Info
      • Account info
      • Inventory Info
      • Holland Info
      • Sales Info
      • Consumer Invoices
      • Statements
      • Truck Invoices
      • Bouqueteria
      • Remote
      • Provides IDs
      • Bruto Variables
      • Sales Definitions
      • Flor de Baja
      • Alianza API
      • Projections
    • SRI Electronic Transfer
      • Invoices / Guia / Credits / Debits
        • SRI Generate/Sign/Send
        • Pre-Authorization Modifications
        • AWB Weights
        • Zip SRI Invoices
        • Email SRI Invoices
        • Invoices Used Outside UNOSOF
        • Unused (Skipped) Invoices
        • SRI Report (Check Post vs. Generated)
      • SRI Cases
      • SRI Status Comprobation
      • SRI Documents Annulment
      • SRI Blocking Messages
    • Workforce Managment
      • Manage Employees
      • Manage Departments
      • Daily Timecard
    • Accounts Management
      • Chart of Accounts
      • Manage Accounts
  • Customers
    • Customer Info
      • Customer Account Overview
        • Statement PDF Formats
        • Set Default Statements Message
      • Manage Customers
        • View Customers
        • Create a customer
          • Customer Form // Customer Info Tab
          • Customer Form // Contact Info Tab
          • Customer Form //Addresses
          • Customer Form // Accounting Tab
          • Customer Form Invoicing
          • Coface
          • Api Providers
          • Refresh Billing Customer Table and Customer Credit
        • Manage Customer Tips
      • Manage Markets
    • Customer Service
      • Email Multiple Invoices
      • Search Invoices
      • Rollback Customer Invoice
      • Send Statements
      • Manage Invoice Footers
      • Customer Credits
    • Fair Trade Management
      • Reporting
      • Invoice Format
      • Recommendations
  • Sales
    • Search Purchase Orders
      • Mass Change PO Date
      • PO's Color Codes
      • Minimum Pricing Check
      • Create PO Page Group
      • Priority Packing // Box Confirmation
      • Mass Swap Module
    • Purchase Order
      • Sales Practical Tips
      • Create a Purchase Order (V-next
        • Edit Boxes
      • Create a Purchase Order
        • Edit Boxes
        • Move boxes
        • Delete Purchase Orders
        • Box Labels
    • Invoice Purchase Order
      • Invoice Cases
    • Availability Builder
      • Create New Dispo
      • Modify pricing and box #
      • View Dispo
      • Send or Post Dispo
    • Standing Orders
      • Create Standing Orders
      • Modify Standing Orders
    • Supermarket Order Generation
    • Returned Boxes
    • Customer Mass Invoice
    • Mass Rollback Orders
    • Transfer PO
    • MIAMI
      • Delete boxes in MIAMI application
  • Pricing
    • Upload Customer Pricing
    • Upload Minimum Pricing
    • Incoterm Pricing
  • Exportations
    • LAG Integrations
    • Airway Bills
      • Commercial and Customer Invoice Mass Print Options
        • Exportation documents for Colombia
        • Exportation Documents Ethipia
    • O.E / DAE
    • Incoterms
      • Incoterm Freight By Box
    • Drivers
    • Manage Boxes
    • Cargo Agencies
    • Truck Companies
    • Truck Invoice
  • Dashboards
    • Sales Dashboard
  • Post Harvest
    • Station 1: Harvest Receiving
      • View Post Harvest Receiving
      • Field Plan Cutter Management
    • Station 2: Inventory Packing
      • View Inventory Packing List
      • Consumer Bunches
        • Generate Consumer Bunches
        • View Consumer Bunches
        • Assign Consumer Bunches
    • Station 3: Inventory Shipping
      • Scan Bunches into a Box
      • Auto-Pack Function
      • Unpack Boxes
      • Mass Print Box Labels
      • Bouquet Station 3
    • Station 4: Weight & Boxtype
    • Station 5: Truck Invoice
      • Return Box Module
    • Defections: Flor National
  • Inventory
    • Inventory Variables
    • View Inventory
      • Reading the Inventory
    • Future Availability
      • Projections
      • Future Availability Management Settings
      • Future Availability Sheets
      • Future Availability Reports
    • Inventory Management
      • Inventory Shoot
      • Inventory Prefrío Shoot
    • Inventory Packaging Boxes Scan
    • Manage Transfers Bunches
    • Manage Transfers Mallas
    • Mixed Box Management
      • Mix Box Management // create mix box
      • Mix Box Management // Recipe Management
      • Mix Box Management // S3 - Mix Box packing
      • Mix Box Management // Fix Problems
    • Exit Inventory
      • View Inventory Exits
    • Reprocess Inventory
      • Flor de Baja management
      • Manage Reprocess Inventory
      • S2 Process Downgraded Inventory
      • Report Reprocessing Inventory
    • Inventory Priority
      • Inventory Priority List
      • Priority Management
    • Post Harvest Practical Tips:
    • Box Inventory
    • Inventory Hotroom
      • Manage Hotroom
      • Hotroom Entrance
      • Hotroom Exit
  • Remote Inventory Management
  • Purchases
    • Purchases
  • Production
    • Production Management
      • Manage Products
        • Create SKU's GYP
        • Manage Product Api Mappings
    • Production Data
      • Double Life Cycle Bunches
      • Product Inventory Life
      • Daily Input Page
  • Bouquetteria
    • Bouquet Product Management
  • Reports
    • Reports
    • Production reports
    • Warehouse Reports
    • Accounting Reports
      • Customer Behaviour
      • Last Payment / Balance
      • Customer Account Review (Method)
      • Compare Reports for Multi-App Companies
        • Accounting Cases / Compare Reports for Deposits
        • Accounting cases / Compare Invoices
  • SITE MANAGER
    • Manage Locations
      • Create a New Warehouse
      • Maintain the Field Plan
      • Mass Edit Beds with Excel
    • Users
    • Users Permissions
    • Select Options
  • System Administration
    • Properties
    • Synch data
  • Vendors
    • Vendors
    • Manage Vendors
    • Requisition of Material
      • Search Purchase Requests
    • Vendor Purchase Orders
      • Search Vendor Orders
    • Order Receiving
      • View Order Receiving
    • Consignment
      • Consignment Cases
  • Alianza Logistik
    • Alianza Logistika API
    • Alianza Box Label Configuration
  • Integrations (API)
    • FreshPortal
    • Migros
    • UNOSOF API's
    • Accounting Migration Files
      • Venture
    • Cut Flower Trader (CFT)
      • Inventory Posting
      • Order Creation
    • Delaware Valley
    • Komet Sales
      • Integration Requirements
      • Load Orders from Komet to Unosof
      • Upload Stand Alone Orders | Open Market Box Inventory
      • Sunburst Farms Integration
      • Upload Bunch Inventory to Komet
    • FTD
    • Blumen Gali
    • Shopify
  • Hardware & Network & Infrastructure
    • How to Setup - PRINTER
    • How to Setup - Scale
    • Hardware Requirements
    • Network & Infrastructure Requirements
    • Tips, Optimize Network & Infrastructure.
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On this page
  • Email Multiple Invoices // Status Colors
  • Exclude JSON file from Email.
  • Verify & Search Emails Sent out by UNOSOF
  • API Posting Verification.

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  1. Customers
  2. Customer Service

Email Multiple Invoices

In this module, its possible to mass-sent customer invoices to clients.

PreviousCustomer ServiceNextSearch Invoices

Last updated 2 years ago

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go to: Customers > Customer Service > Email Multiple Invoices.

Here you can use some filters, and mass sent the invoices to your customers. Each email can sent out a Customer Invoice in PDF format and a JSON file (digital invoice). Its an easy, powerfull module, to sent out all the invoices at once to your customer(s).

Email Multiple Invoices // Status Colors

There are some different statuses to make sure that we email only 1x the invoice to the customer. What do the colors mean?

Green = already been sent, and not checkmarked to sent out again. However, if wished, you can manually checkmark the select box and sent it out again.

Yellow = An invoiced PO, not been sent to the customer yet. Unosof auto-check marks those invoices to sent out.

Gray = Not invoiced yet, and no PDF & JSON file can be sent out, which is why we show a red box.

Exclude JSON file from Email.

Verify & Search Emails Sent out by UNOSOF

Go to: Reports > Search Emails sent.

Use the date filters, the customer filter and the email type filter for a quick and detailed result.

There is a little icon that you can hit to see the actual email in View. If you click on that, the following popup will show up, that indicates the exact content.

As you can see, the blue links, are the files being attched, which you can also open up and verify.

API Posting Verification.

For some integrations we've established, we show also in the module Email Multiple Invoices if an email got sent out. UNOSOF captures the receiving message from the party who receives the files and shows the timing and message in this module.

FreshPortal Posting Verification

This tells you the date and time stamp, when freshpostal sents UNOSOF the message. The message received, we display. In this case: RESPONSE: {"success":1}

There are customers, who do not want to receive the JSON file. By default, any customer is set to receive one, but its possible via file generation.

manage customers to de-activate the JSON
Email Multipl Invoices
Email Multiple Invoices
Email Multiple Invoices.
Search Emails Sent
View Email
FreshPortal Posting Verification.