Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Batch Claim Emailing not working for some jobs and clients. 

For a client to be emailed an Account Receivable invoice the following setting need to be set

  1. Batch Claims Dialog the Email? No (Client)
    Client Overview the AR Invoicing needs to be set to 'Yes'. 


  2. Batch Claims Dialog the Email? No (Job)
    Job Overview the AR Invoicing needs to be set to 'Yes'. 


  3. The Client Contact must also have a valid email address on the Telephone Tab


  4. The Contact must also be profiled to receive Accounts Receivable Invoicing


  • No labels