ID387
No AR Contact with email assigned to Customer Record
Output Type: Email
Mailing invoices is an expensive exercise, between $0.50 and $1 per invoice. The biggest challenge to emailing invoices is a valid AR contact with email. This emails checks when your Accounts Receivable person is working on a company in the AR console and if that company does not have an AR contact with email, we send an email reminder. Note that the Creator Checkbox advises the creator of the AR Task if triggering because the linked Contact has no e-mail address, or the creator of the Customer Record if the ARContact is missing or incomplete.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID766 | Contact not associated to Customer Issue (v8+) | No | |
| ID213 | AR Collection letter with past due bucket Amounts (First & Second Notice) | ID387 ensure you have an AR contact with email. | No |
| ID800 | Email Past Due notice and copy of Invoice to your clients | ID387 ensure you have an AR contact with email. | No |
| ID367 | Email Past Due notice and copy of Invoice to your clients | No |