Sending Invoices and Documents to Customers

The Invoice Retriever feature in Nama ERP allows sending links to customers (or suppliers) that generate and serve reports (e.g., invoices, receipts) on demand.

When a customer clicks the link for the first time, the system runs the associated report, saves the output file, and serves the same file for future visits to enhance performance.

Configuration Steps

1. Configure Invoice Retriever

• Navigate to the Fields and Entities Settings screen.
• In the Invoice Retriever Lines grid, add a new line.
• Select the form you want to use to generate the invoice or document.

2. Set Output Folder

• Specify the folder path where the output files will be stored.
• The system will store the report result here to serve it on future link visits without re-generating.
• You may delete files manually from this folder to force regeneration.

3. Force Re-Execution (Disable Caching)

• If you want the report to run every time the link is accessed, enable the Do Not Cache option in the Invoice Retriever line.

4. Support for Multiple Forms

• You can define multiple retrievers for the same entity using the URL Prefix field.
• This helps support multiple document types under different URL paths (e.g., invoices, receipts).

Sending the Link in Notifications

Use notification definitions (SMS, email, etc.) to send links to customers using the {retrieverFileId} variable.

Basic Example (SMS):

Thanks for visiting us, view your invoice by clicking on this link:
https://my.swsg.co/erp/r/{retrieverFileId}

With File Extension:

https://my.swsg.co/erp/r/{retrieverFileId}.pdf

With Dynamic Code:

https://my.swsg.co/erp/r/{retrieverFileId}.{code}.pdf

Cleaner URL Style:

https://my.swsg.co/erp/r/{retrieverFileId}/{code}.pdf

With URL Prefix (e.g., invoices):

https://my.swsg.co/erp/r/invoices/{retrieverFileId}

Use these variations to customize how the link appears and functions depending on your business needs and branding.