Page 1 - How do I setup an email address to receive invoices for an Existing Customer
P. 1
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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Emory Confidential and Proprietary Last Revised on 2/18/2018 Visit www.emory.edu for latest version