Microsoft Dynamics GP includes the ability to produce professional-looking invoices that include your company logo, fonts, boxes, shading, graphics and more by using the capability referred to as Word Templates. Word Templates allow you to email documents directly from Dynamics GP – such as invoices, purchase orders and customer statements. They replace your standard Dynamics GP Report Writer generated documents.
You can save time and money by using the Word Templates because they eliminate the need for postage, letterhead and envelopes. This will increase your efficiency by allowing you to get invoices out to customers in a more timely fashion. The faster the customer receives the invoice, the quicker you may get paid.
Here is a 7 minute video that further explores emailing sales order documents:
Professional-looking invoices make a good impression and improve your corporate image. Remember – these documents are often the only documents from you that your customers see. By including logos and/or tag lines on the invoice – you can market your company in a positive light. You can also include your remit-to addresses and EIN’s on the Word template to facilitate efficiency and quicker payments.
You have the option of sending the documents in mass or on an individual basis. You can send a batch of invoices out together with a default email subject line. The body of the email allows mail-merge capability, so that you can personalize the contents of your email to include specific Contact Name and Company Name and replies can be directed to a specified email address within your company. The emails can include additional attachments such as product specifications or Terms and Conditions.
Here is another short video explaining how to email purchase orders may be another benefit to learning how using word templates can help you:
You must be on GP2010 or later and have Office 2007 or newer to access Word Templates. The documents that are generated use popular formats like Word and pdf.
About Software Solutions Group Inc
Software Solutions Group, Inc. is a Microsoft Dynamics Partner with over 15 years of experience in GP, SL and CRM. Visit us at www.softsolgrp.com to learn more about us and how we can help you get the most out of your financial management and customer relationship management software.
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