Recurring Update Default Contact Person for Emailing

Debtors Module> Configuration> Debtors Setup> Edit Debtor> Contact Person> Add

An update has been done with new feature to update all recurring invoices for a new contact.

Update can be done on the invoice document or template or customer setup contact person

A new button has been put in against the contact person called update documents

 

There are two options

1. All open recurring	2. All open preparation
a. This will update all contracts with all unprocessed recurring invoices	a. Updates all invoices that are in preparation
b. Does not change processed documents
c. Updates all invoice templates for this customer

To access via an invoice

Go to Address tab of document

 

 Click on View button

 

Select the contact person

Select edit