Shawn, Is their a setting where if a customer is canceled and their invoices are being emailed to an override email account that is not with us that I can email them (again) their invoice or am I forced too flip them to current, email invoice then cancel? I am hoping I can change a setting vs manual flipping status etc. Thanks,
In scenario #1: Basically it would be like re-sending an invoice (now that they are "Canceled") via email they say they never received while they were "Current" to an email address that was in the override email address which was not part of our service and is able to receive emails. In scenario #2: We might invoice them manually a charge and/or penalty after they were canceled as maybe a CSR overlooked the penalty etc. I'm currently interested in scenario #1 in this post but if you can answer both sweet... Thanks,
Scenario #1 would work... you can resend an existing invoice already (open in and click the Send/Print Now). Scenario #2 would work as well since a manually created invoice would need to have the invoice manually sent (see above) anyway.
I know if I'm creating an invoice manually I can print it. (scenario #2) What I need to know is what are the 'settings' to email a customer who is at a "Canceled" status their invoice via his email address (he/she has with another provider) as I can't email any customers an invoice if they are canceled. It will not make it to the smtplog.txt file and countless customers are saying they never have received a resend of an an emailed invoice if we tried to send manually if they were canceled status. What are the settings? Thanks.