You can now send an email confirmation to your Supplier once the invoice is in ProcureDesk. Follow the steps below to enable this setting.
Prerequisites
Admin Access:
Ensure you have Admin access in ProcureDesk.
Supplier Contact Information:
Make sure the remit address and supplier contact information are correctly entered in the system.
Steps to Enable Invoice Received Confirmation:
Navigate to Company Settings:
Log in to ProcureDesk and switch to the Admin mode.
Go to the Configurations section in the Admin dashboard.
Under Configurations, select the Company Settings option.
Go to Invoice Settings:
Within Company Settings, find and select the Invoice settings.
Enable the Confirmation Setting:
Check the following setting to enable invoice received confirmations:
The supplier will be emailed;
When the invoice is successfully created through email import.
When an invoice is uploaded into the system.
When an invoice is uploaded through the supplier portal.
Confirmation Details:
The confirmation will be sent to:
Primary Option: The remit address selected on the invoice. The invoice address will have the contact email.
Fallback Option: If the remit address is not available, the confirmation will be sent to the supplier contact associated with the Purchase type.
FAQs
What if the supplier contact email is incorrect?
Ensure the supplier contact email is accurately entered in the supplier's profile. Incorrect email addresses will result in failed confirmations.
Can I disable the confirmation email setting after enabling it?
Yes, you can disable the setting by unchecking the option in the Invoice settings under Company Settings.