Use this feature to send a receipt reminder to all Order contacts where an Invoice is received but a receipt is not created in the system.
Prerequisites
Before you begin, make sure:
You have the privilege to send receipt reminders.
Note: Only the invoices that do not have a receipt and are in the "matching issue" will get the reminder.
Step-by-Step Instructions
Step 1: Access the Invoices Landing Page
Navigate to the "Pay" Section in the left-side menu. Click on Invoices to open the Invoice Module.
Step 2: Open the Actions Menu
Click on the Actions menu.
Step 3: Send Receipt Reminders
Click on "Send Receipt Reminders."
Step 4: Confirmation Message
The system will show a confirmation message.
