Introduction

It is a common request that Credit Hound Chase letters have the source invoices attached to them. We can achieve this using Spindle Document Distribution to extract the invoices from either a PDF file archive, or a Spindle Document Capture Archive.

Attach from a File Archive

If Invoices have been archived into a logical folder structure on a file server, whether using Spindle Document Distribution's PDF archive functionality or using any other method, Credit Hound can attach the relevant invoices to the emails sent out. 

For example, let's imagine the invoices are archived via Spindle Document Distribution to a folder such as : 

\\server\archives\AB001\Invoices\Inv 0000234.pdf

(where AB001 is the account number and 0000234 is the invoice number)

To attach these files to the letters from Credit Hound, we need to specify the attachment directory in the letter header:

##ATTACHDIR \\server\archives\[Account.Reference]\Invoices ##  

(note: we have to specify the account reference using the Credit Hound report designer syntax)

Then, in the transaction detail section, we add the ##ATTACH...## command

##ATTACH INV [Reference].pdf##

Note here, that the Invoice number is held in [Reference] eg "0000234", the file name is "Inv 000234.pdf" so our ##ATTACH...## command includes the literal text "INV" and ".pdf". You will need to customise this to fit with the file name pattern for the invoices on disk.

Of course, we want to set this label to as small a font size as we can (2pt) and set the text foreground colour to white (note: NOT Transparent), and close up the gap so that the lines are not too spaced out.

When this is printed to the Spindle Pro Auto printer, Spindle Document Distribution will attach all invoices to the outgoing email.

Attach from a Spindle Document Capture Archive

To use a Spindle Document Capture archive, we do not require the ##ATTACHDIR...## command in the letter header. All that is required is a label added to the Detail2 band of the letter containing the ##SDCATTACH...## command as below:

##SDCATTACH [DATASETID=2][DT=Sales Invoice][LT=Customer Transaction][LR Customer Reference=[Account.Reference]][LR Transaction Reference=[Reference]][LR Transaction Date=[Date!dd/MM/yyyy]][LR Transaction Type=Invoice]##

If this is being configured for a follow-up letter from a manual chase, as opposed to the chasing letters generated from rules, please use the below command:

##SDCATTACH [DATASETID=2][DT=Sales Invoice][LT=Customer Transaction][LR Customer Reference=[Account.Reference]][LR Transaction Reference=[TransactionList.Reference]][LR Transaction Date=[TransactionList.Date!dd/MM/yyyy]][LR Transaction Type=Invoice]##

We need to ensure that the number in [DATASETID=n] matches the Sage 200 company number, as shown in Sage Administration>Companies:

As before, we then set the command to a small point size and white text to allow us to close up the detail band's height

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