Financial Management - PSFT (MOSC)

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Email Invoice As Attachment

edited Feb 8, 2016 4:53PM in Financial Management - PSFT (MOSC) 2 commentsAnswered

Using a 9.2 demo system I'm reviewing the functionality to "email invoice as attachment". I'm struggling to understand how to set this up.

I have tried setting the Customers > Contact Information...Preferred Communication to 'Email Only'. I generated an express bill and the Address Invoice Media defaults to 'Print Copy'.

I then tried setting the Customers > Contact Information > Contact Customers...selected 'Documentation' against the relevant customer and set up a Document Code of 'INVC' and Preferred Communication 'Email Invoice as Attachment'. Created another Express bill but again the Address section Invoice Media defaults to 'Print Copy'.

This suggests to me that you have to assign the email functionality against every invoice you generate. Can you not set it so that any invoice for a particular customer defaults to email invoices? If so where do you set this.

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