This article walks you through the different configuration options for which users receive email notifications related to Invoices and Collections.
You have the flexibility to set which certain users within Pencil can automatically receive notifications related to Pencil's Invoices and Collections workflows.
To review and update these settings you can go to: Pencil -> Settings -> Invoices and Collections -> Notification Receiver Settings -> here you can update the following settings for these related users will receive notifications
- Account Contacts -> this setting is ON by default
- Authorised Representatives -> this setting is OFF by default
- Directors-> this setting is OFF by default
- Manual Receivers who is added manually and not linked to an user account in Pencil-> this setting is ON by default
- Personal Guarantors-> this setting is OFF by default
- Invoice/Sale Billing Contacts-> this setting is ON by default