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Vendor letter

In the invoice application, there is a function for creating Vendor letters which can then be emailed to the vendor for, for example, complaints.

Activate this feature by accessing the Administration Tool, the menu item System configuration - System settings, the Functions tab. Find the UseSupplierletter parameter and set it to Yes.

Contact us to get a template with your logo and your own footer on the letter by registering a support case in the customer portal.

Create Vendor letters

Click the Vendor Letter icon at the top of the invoice window and a form will open:

Select a saved text in the drop list that you then edit as needed or type a whole new text in the box below the drop list. Choose whether the invoice should be included in the letter or not, if included, it will be as page 2 of the letter.

The letter automatically adds the receiving vendor's name and address as well as invoice number and amount.

The letter is saved as an attachment to the invoice.

Send the letter

The easiest way to send a vendor letter is through the mail function found in the invoice application. Click on the envelope above the invoice image and a form to email the letter will open.

Create and edit templates

When you open the vendor letter form from an invoice in Investigation, the form looks a little different. Here you also have the opportunity to create and edit templates.

To create a new template:

  1. Write the text in the box below the Saved texts drop-down list (you can also select an existing template to start from).
  2. Select the Save as new text option
  3. Enter a name in the box.
  4. Click Save.

To edit an existing template:

  1. Select a template in the Saved texts drop-down list.
  2. Make changes to the text that appears in the box below the drop list.
  3. Select the Edit existing text option.
  4. Click Save.

To remove a template, select it from the drop-down list and then click Delete.