Advanced Enterprise Technologies, Inc.
Table of Contents

Select Recipients for Invoices

When selecting recipients for invoices, you can use either the Query or the Checkboxes method.

When running a search using the Checkboxes method, the search results displayed in the grid will have unchecked boxes. The boxes must be checked in order to select the recipients.

 

  1. Once you have designed your email message, proceed to the Recipients tab in the E-mail Builder.
  2. Click either Query or Checkboxes next to the recipient number.
  3. Click Search above the list of email addresses.
  4. Select an Invoice Allocation Date from the drop-down menu.
  5. Click Search.
  6. Your list of recipients will be displayed. If using the Checkboxes method, check the box at the upper left corner of the grid to select all recipients.
  7. Proceed to the Schedule tab, and select a send date, and to the Attachment tab, to select the invoice report.