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How to download a batch of invoices for a specific Account (Zip File)
Q: How do I download a batch of invoices to be sent to a Customer by email? A: Although there is not a way to automate sending a batch of invoices at this time, you can do the following for the customers that request Invoices to be sent together ...
Statements - Configuration and Usage for Emailing Statements (Single Account and End of the Month Batch Statements)
Configuring Email Template in Global Settings VisualDLP provides default text in the Statement Email template that is sent to your Account Recipients, and allows you to customize some of the text that can be included. Configuring Default Email ...
Email Statement and Invoice Password Set Up
To enhance security and protect your confidential information, we are implementing password protection for all statements and invoices. To set this up, you will need to generate passwords for your Accounts and send them an e-mail with that password. ...
Batch Shipping
Users can now batch orders together that are shipping to the same address. Even if they are for different doctors. Batch shipping uses the ship dates and order status to determine which orders can be batched together. To use Batch Shipping, click on ...
2023 VisualDLP Updates
Below is a running list of the enhancements and bug fixes for VisualDLP released in 2023 July A new option for zipping invoices has been added to the account page. From the transaction tab, select the invoices you want to download and zip, then ...