We recommend checking in with a sample of customers and suppliers as soon as possible after commencing using the software to check that they are receiving your documents.
If a customer or supplier is not receiving your invoices / quotes / statements / purchase orders by email, please check the following:
1. Check the Email Log - Settings > Email Log. Scroll through or sort to check whether the email has been logged by the system.
- If you can't see the email there, check the customer / supplier to ensure an email address is set to receive the document you are emailing. They will either need their main email address ticked to Receive documents and/or a contact set to receive this document type.
- If you can see the email there, then:
2. Can you send an invoice by email to yourself?
- Create a test invoice
- Enter your own email address into the email field.
- Save
- Print to screen
- Use the EMAIL link at the bottom of the screen
If you receive the email but your customer or supplier hasn't, it means the customer/supplier's email account may be marking the emails as spam which is why the won't be receiving them. Ask them to add no-reply@app.infusionbusinesssoftware.com to the Safe Senders / Whitelisted domains on their email server.
