How do I setup an Email Address
                            to Receive Invoices for an Existing Customer?

How do I Setup an Email Address to Receive Invoices for an Existing Customer?

Overview

New Compass functionality allows you to add setup a default email address for a Customer to receive a pdf. version of an
invoice. This document walks through how to default email as the method that the customer will receive the invoice.

Navigation
Customers> Contact Information

Use the Contact Information - Maintain Contacts page to create and maintain information about each contact.

                                                         1. Click on the Add a New Value tab.
                                          1 2. In the SetID field enter GRANT.

                                                         3. Click the Add button.

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4. The Effective Date defaults to current date. Update the effective date as necessary.
5. In the Name field type the appropriate contact name for the customer.

6. In the Email Address field enter the email address that the invoice should be directed to.

Emory Confidential and Proprietary  Last Revised on 8/30/2016                                         Page 1 of 3
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