Automated Receipt Report Setup
- Michelle Russell
Analytics
System Parameter = E:
Diary Action Configuration: Link Report to Diary Action & configure email settings, example:
In this example the report used is “Receipt Confirmation Report” but any linked report will send automatically.
In the Report’s Email tab, set up similar to the following. It’s important to use ‘Debtors’ as the Source, and to apply a Sender email address. Also, make sure the terminal where user is posting receipt can use this Sender email address to send out email.
When a User select “Post Receipt” using the Receipting Screen or the Green $ Sign in the Invoicing Tab of a Removal, the email will generate and sent automatically from the specified Sender. Users are required to have the credentials for the specified email address.
