Emailing of Faxing Invoices

Yahoo Archive
1
I have used RightFax to to generate past due invoices and past due
suppliers for another product. Basically, you embed codes, such as
<phone: 312-555-1212> using a certain font (can't recall which ones
off hand) and the fax server strips it off and sends your fax. The
only catch is you have to generate a separate print job for each (20
invoices = 20 print jobs). I don't see this as a big deal, other
than you need to create a loop, and can't just send off one big
report. I believe you can also do the same with ZetaFax, which is a
lower cost product. The only thing you would need to check on is if
you can control the font in Crystal (I haven't done much with Crystal
and fonts) because the fax server can only decode certain ones. It
works REAL slick, and should work with just about any document you
can print, control the font, and can embed codes in. The last time I
checked, both companies had evals you could download and try for 30
days. Since you are a Vantage user, you probably already know
Crystal, so that just leaves installing the fax software. In short,
shouldn't be much of a learning curve at all for a Vantage customer.

Tip: You will also need to set up a special RightFax Queue, otherwise
you'll get prompted with a print dialog box each time. Rightfax has
docs on this. Again, not much effort required -- after you do it
once, it is as quick as adding a network printer.

--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@y...>
wrote:
>
> > This is probably a long shot but wondering if anyone out there
had any
> > experience in somehow atomically emailing or faxing invoices from
Vantage
> > either with some type of add on software...
>
> I have used eFORMz by Minisoft. You send your character-based print
output
> to a folder and it merges it with a form and then can print, email,
and/or
> fax. Forms are created in any Windows program. It creates PDF
attachments
> for emailing and can group multiple documents to a single receiver.
>
> http://www.minisoft.com/pages/business/eformz/eformz.htm
>
> I don't have any relationship with these guys but a couple of my
clients use
> this product.
>
> Mark W.
>
2
This is probably a long shot but wondering if anyone out there had any
experience in somehow atomically emailing or faxing invoices from Vantage
either with some type of add on software (perhaps like some kind of OCR
print spool recognition software) or a modification within Vantage. We are
on Vantage 5.2 - not sure if Vantage 8 might have these capabilities built
in. I wrote a progress program that lets AR select a customer manually and
it grabs all un-posted invoices for that customer in any open group and
creates a single PDF file for all of those invoices that they can email but
they are asking from something a little more complex where the system would
automatically email or fax out the invoices when you go to print a group for
those customers that happen to have invoices in that group designated to do
so. Ideally, this would just be done via EDI and we are currently doing this
with some customers (sending invoice 810's) but some of our customers don't
have EDI capability.

Tim Goertz
3
> This is probably a long shot but wondering if anyone out there had any
> experience in somehow atomically emailing or faxing invoices from Vantage
> either with some type of add on software...

I have used eFORMz by Minisoft. You send your character-based print output
to a folder and it merges it with a form and then can print, email, and/or
fax. Forms are created in any Windows program. It creates PDF attachments
for emailing and can group multiple documents to a single receiver.

http://www.minisoft.com/pages/business/eformz/eformz.htm

I don't have any relationship with these guys but a couple of my clients use
this product.

Mark W.