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Deliver Reports A/R, Invoice Generation...


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  1. Make sure those email templates are enabled under Settings > Email > (Edit a template).
  2. For reports, those are only sent to staff that are subscribed to receive them.
    1. Each staff can opt-in to receive those emails by enabling them under their My Info > Notices section.
    2. You can make emails available to be opted-into by your staff by first enabling them on each staff group under Settings > System > Staff > Staff Groups > (Edit a staff group).
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Posted
21 hours ago, Tyson said:
  1. Make sure those email templates are enabled under Settings > Email > (Edit a template).
  2. For reports, those are only sent to staff that are subscribed to receive them.
    1. Each staff can opt-in to receive those emails by enabling them under their My Info > Notices section.
    2. You can make emails available to be opted-into by your staff by first enabling them on each staff group under Settings > System > Staff > Staff Groups > (Edit a staff group).

Thank you! Was able to get this going.

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