Logicity Automatic Invoicing
Overview
This application is built on top of the Logicity package (www.logicitysuite.com) and is used to automatically generate e-mailed or printed invoices out of Visual Manufacturing. To use this product you define the customers you wish to have invoices automatically delivered, specify the way they wish to have the invoices delivered (e-mail, print) and the format (PDF, Excel, Word, etc.). Then, any time an invoice is created in Visual for this customer the invoice will automatically be delivered according to the customers preferences.
Operation
The Logicity Automatic Invoicing product is an application that your accounting staff will need to go into periodically to process the list of unprocessed invoices. We maintain a custom table to determine this status and it will be automatically updated as you use the application. When you first open the screen you will see this list of unprocessed invoices:
- The 'Select' button is a drop-down that allows you to select all, customers with e-mail addresses on file, or customers without e-mail addresses on file.
- The 'Add Invoices' button allows you to add an already processed invoice back to this list.
- The 'Remove Invoices' button allows you to remove unprocessed invoices from this list.
- The E-mail Invoices button executes a Logicity Solution File for each checked entry. This presumably executes an e-mail action with the invoice report, but multiple actions with various reports can be executed with this single button. See the section on Logicity Solution Files for an explanation of this functionality.
- The Print Invoices button executes a Logicity Solution File for each checked entry. This presumably executes a print action with the invoice report, but multiple actions with various reports can be executed with this single button. See the section on Logicity Solution Files for an explanation of this functionality.
- The 'Process Account Summary' button will take you to another screen very similar to the one above that shows all customers with one or more open invoices. The customers can be checked and the customer statement report can be printed or e-mailed.
Logicity Solution Files
Under Settings you specify which Logicity Solution File is executed when you press each of the buttons in the application:
These solution files are basically automation scripts that take a Crystal Reports file, populate parameters based on data you have selected, and e-mail / print / or save the output. Multiple reports can fire off per Logicity Solution File each with different actions.
There are many features inside of a Logicity Solution File that can all be utilized in this framework. For a full understanding of how this product works please visit www.logicitysuite.com and view the materials under Documentation. The biggest addition that is included with Automatic Invoicing is new variables that take information from the main screen and pass them into the report as parameters, e-mail subject, e-mail recipients, etc:
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