Sending an invoice to Moneyworks

The ability to send an invoice to Moneyworks is provided in the PDF generation window of Daylite Sales Assistant. This allows the invoice to be sent at the time of generation. Invoices are sent unposed to Moneyworks. They remain unposed until a payment if sent to Moneyworks at which time the invoice is posted.

The Invoice is marked in Daylite Sales Assistant with the Moneyworks icon to show it has been sent to MoneyWorks.

*Daylite Sales Assistant marks the document but does NOT stop it from being sent again if needed. If a invoice needs to be revised it can be deleted from Moneyworks and resent as needed provided it has not been posted.

The invoice can also be send after the PDF is generated from the document view.