You can send invoices to your customers directly from Invoice2go. Use Invoice2go to generate an email message with a PDF document attached and send it to your PostalMethods account where it will be sent as a postal letter.
- Start the Invoice2go application on your desktop.
- From the navigation menu, choose Change Template, choose the Trade Document Style and select Trade04. Click on Next. Adjust the preferences and click on Finish.
- Create a new invoice
- Click on Design View:
- Give the template a new name.
- Edit the template but make sure not to move the two address boxes.
- From within the address box, erase the text: "Bill To:".
- When finished, click on Back.
- After editing the invoice, click the Email This Document icon appearing on the navigation bar.
- Your email client will create a new email message with a PDF attachment. In the To: line, write: email@example.com and send the email.
- You should be able to see your letter in the PostalMethods Control Panel Activity table.
You may edit any template to be used with PostalMethods. Just make sure your template complies with the PostalMethods Page Design guide. It is very important that the recipient and return addresses are correctly positioned in order for them to appear through the envelope windows.
- The email account you are using in order to send the email message to PostalMethods must be defined as an Allowed Email Sender in the PostalMethods Security Settings tab.
- You can send letters via PostalMethods by using other applications, by using your favorite office application, by using our "Quick Send" web form or by using our advanced Web Services (for developers).
- You can simulate sending letters for free in order to see how your resulting letter and envelope will look like. There is no charge for these tests. You can view your letters in the PostalMethods control panel. To simulate a letter simply include this string:
/Developmentanywhere in the Subject line of your email and your letter will be simulated instead of being delivered to the postal service.