Hi All !
I work on APP10. I was wondering which parameter is set to make the button “Email Invoice” appears on the preliminary Customer Invoice. Maybe it is on the customer ? Could you help me on this please ? Thank you!
Userlevel 4
+8
Hello.
Please setup following data
- Comm method on customer
- Go to payment tab » AR Customer Contact
- Select the AR contact that will enable the email invoice button on customer invoice
- Please choose appropriate media output as per your requirement
Hello Thank you, Rajan,
I didn’t this parameter, but it doesn’t work… Maybe it is another parametrage ?
Have a good day,
Paul
+1
Hi,
You need to activate E-mail Invoice on Customer/Sales.
Also you have to create a Contact and define E-mail address for it.
Connect the contact on Address/Sales Address information/Customer Contact.
This is how you get the contact as default on Customer order Reference field.
The previous instruction is for sending e.g. Reminders for the Customer.
Of course you need to create Event action PDF_REPORT_CREATED for emailing respective report.
Userlevel 4
+8
Hello Thank you, Rajan,
I didn’t this parameter, but it doesn’t work… Maybe it is another parametrage ?
Have a good day,
Paul
Hello Pbobe, Please cancel your existing invoice and create new one for the same customer then that button will populate. Let me know if it works.
Userlevel 4
+8
- Check if this is enabled
- Check if you have customer send invoice toggle enabled
- I assume that you have default comm method defined and connected to your AR contact as shown in initial screenshot
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