Print to Virtual Office

The Accounts Receivable system is an extra charge module which may or may not be activated for your software installation. Please contact Dillner's Support for further information.

Invoices and statements may be uploaded directly to clients through the Virtual Office™. Statements and invoices will be generated ONLY for customers with activity or a balance due AND a valid VO Client ID on the Customer tab. The selected reports will be automatically printed to pdf and uploaded to each customer’s respective client portal. The PDF files may also be attached to the notification emails sent by the VO.

To Print Invoices or Statements Directly to the Virtual Office

1. Select Activities>Print to Virtual Office.
   
2. Verify the Path.
3. Select the desired report(s).
4. Enter desired From Date and To Date. The program defaults to the current period start and end dates.
5. Select the desired Organization.
6. Enter a desired Prefix. The file name for each pdf will be the VO Client ID_Prefix_Report Name.pdf. 
7. Validate the Client ID with balances or activity. (Click here for details).
8. Click Send to VO.
   
   A separate pdf will be created for each customer with a VO Client ID and activity or a balance. The file name will include the VO Client ID, Prefix, and Report Name. For example, the file name for client 003 ABC Company will be 12163A7744 July Billing Statement.pdf. If multiple customers have the same VO Client ID, the program will add a hyphen and number for each additional statement.
   
   

   Note: This process may take several minutes. The following dialog box will open when it is complete.

   
   
9. The File Transfer Utility will open.

To Upload Files to Customers

1. Enter the desired Title.
2. Select the desired Category from the drop-down list.
3. Select the desired Dept from the drop-down list.
4. Check the Attachment box to attach the PDF file to the email notification in addition to uploading it.
   
5. Enter the desired Email Subject.
6. Type desired Email Message to customer(s) in the Description field.
7. Select the desired Delivery Date. You can choose any day up to seven days in the future. The email will be sent to the client on the selected day.
8. Click Upload.
9. A File Upload Confirmation page will open. You can print this page if desired.
10. Click Finish to close the File Transfer Utility when the process is complete.

Insert Reports to Print to VO

1. Click Insert to insert a report. The reports will be saved for future periods.
2. Select the desired report(s). Only reports which start with ARVO will print to the VO.
3. Click OK.
4. Right-click the inserted report and select Report Options. Select desired Values as needed. Repeat as necessary for each report.
5. Right-click the inserted report and select Rename Report. The new report name will be part of the file name when the files are created.

Validate Client IDs

1. Select Validate Client IDs to verify accuracy of VO Client IDs which have been
   entered. The File Transfer Utility will open with the clients listed.
   
2. Select Val Client IDs w/Bal or Act to verify accuracy of VO Client IDs which have been entered for clients with activity in the selected period range or a balance due as of the To Date. The File Transfer Utility will open with these clients listed.

Note: The File Transfer Utility will open and show a list of all customers with valid Client ID numbers. Any invalid ID numbers will be noted. To correct errors, go to Utilities>Search Company Contacts. Enter the invalid client ID in the Search for text field and click Search. Double-click the client in the search window to return to the contact. Edit the VO Client Id on the Customer tab to correct.