When Creating a New Bill
1. In the bill creation page, go to the Vendor section.
2. In the Notify vendor field, add the vendor’s email address by selecting the contact from the drop down list. You can choose to add multiple contacts here as well.
4. Enter the contact’s details, including their email address. Turn on the Main Contact toggel is the vendor contact is the primary contact.
5. Save the contact and select it in the Notify vendor field.
6. Save the bill to process.
Once the payment is processed, the payment receipt file will be sent to the email address automatically.
If the Bill Is Already Created
If the bill has already been created and the vendor’s email address is missing:
1. Click Edit pencil icon to edit the respective bill.
2. Go to the Notify vendor field under the Vendor section.
3. Add the vendor’s email address by selecting the contact from the drop-down list.
4. If the contact does not exist, click Create new contact and enter the required details. Learn how here
5. Save the changes.
Editing Notify vendor is disabled once the bill is approved. Always check the Notify vendor field before processing the bill to make sure the correct vendor contact is added and payment receipt notifications can be delivered.
Related Articles