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Jun 15, 2023
Troubleshooting - Emailing, Faxing, or Printing Invoices

Invoices are not either Emailing, Faxing, or Printing as part of the End of Day thru Mass/Fax/Email.
 
   
  1. Sending out Error
  1. A customer can not send out Invoices through Point of Rental.
  1. Does the Customer have the Mass/Fax/Email Module?
  2. Go to Step 2.
2. Mass/Fax/Email Verification
  1. Go to File Maintenance>Customer File>Account File..
  1. Under the Default section Invoice Sent By: confirm how the Invoices are to be sent. Either Fax, Email or Print.
  2. Go to Step 3.
3. Verification
  1. Confirm the field status?
  1. Make sure the corresponding field has information in it. Ex. If they selected email make sure the customer has an email in the email field. If by Fax, make sure there is a fax number in the appropriate field.
  2.  Go to Step 4.
4. None Selected
  1. Is None is selected in the Invoice Send By:
  1. Then NOTHING will print and a selection will need to be made.
  2. Go to Step 5
5. Other Issues
  1. Send out a Test email.
  2. If the email DID NOT send out. Verify the settings in POR are the same with their email provider.
  1. If the email was sent the issue is with their email provider. IF NOT, see below.
  2. Check the following settings with email provider:
  • Email Address
  • Email PSWD
  • SMTP Server
  • SMTP port No.
  1. Go to Step 6.
6. Did not resolve the issue
  1. If the issue remains
         Escalate to Tier 1
 
      

 

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