This help document is intended for in-house and rep users.
Crik-IT can be configured to email your customer users automatically (up to 3 email addresses per customer) when Crik-IT sees a new invoice coming in from your QuickBooks system.
To configure Crik-IT to automatically send an email to the customer when a new invoice or order (FYI for QuickBooks Online subscribers, Crik-IT treats estimates as orders) is sent to Crik-IT from your QuickBooks system, first select the customer. You can do this one of two ways:
1. Customer User Config Menu
If the customer is a Crik-IT user, click on the Tools menu, then click on the Customer User Config button:
Then select the customer user from the drop-down at the top of the page.
Now, go to the 'Configure Auto Email' tab and select whether you want new invoices and/or new order confirmations emailed to the customer.
(Order confirmations in Crik-IT are created from Sales Orders in QuickBooks Pro, Premier, or Enterprise systems, and for Estimates in QuickBooks Online systems.)
Then enter up to three email addresses for Crik-IT to send emails to. For testing, we recommend you use your own internal email address(es) to get a feel for how this all works.
2. Drilling Down On Customer, in Customer Tab
If the customer is not a Crik-IT user, use this option. You can also use this option if the customer is a Crik-IT user.
From the Customers tab, find the customer and click on the customer name.
From the customer dashboard, click on the "Customer Settings" link to the right of the customer drop-down.
Now, go to the 'Configure Auto Email' tab and select whether you want new invoices and/or new order confirmations emailed to the customer.
(Order confirmations in Crik-IT are created from Sales Orders in QuickBooks Pro, Premier, or Enterprise systems, and for Estimates in QuickBooks Online systems.)
Then enter up to three email addresses for Crik-IT to send emails to. For testing, we recommend you use your own internal email address(es) to get a feel for how this all works.