Recurring Update Default Contact Person for Emailing

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

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 optionsoption

1. All openOpen recurringRecurring	2. All openOpen preparationPreparation
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

After clicking update documents you will see the screen below: 

Select a document you want to update and put a tick on the option you want to update

Once, complete click continue

and the screen below will appear notifiying you that the update has been completed successfully

 

 

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To access viaContacts anVia invoicedebtors documents

Go to an open document

After, accessing the invoice you wish to view or you have added go to the Address tabTab of document

 

 CClicklick on View button

 

SelectTo theedit, add or delete a contact person click on the view button, 

SelectIt editwill take you to the screen below:

 

Add	Click this button to add a new contact
Edit	Click this button to edit an existing debtor contact persons
Delete	Click this button to delete an exisiting contact persons