Page 1 - How do I setup an email address to receive invoices for an Existing Customer
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Setup Email Address
                                                 for Existing Customers


        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.

        Navigation


               Navigator > Customers > Contact Information



        Use the Contact Info page to create and maintain information about each contact.





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        1.  Click on Add a New Value tab.
           The Contract ID will default to NEXT. Do not Change.

        2.  Enter GRANT in the SetID field.

        3.  Click the Add button.




















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