How to Email General Billing Invoices

Owned by Knowledge Assistant
Nov 04, 2020
Description of Issue

Can Munis email invoices

Setup General Billing Invoices to email

Context
  • Munis
  • Accounts Receivable
  • General Billing
  • System Administration
Cause


Resolution
  1. Confirm site has Tyler GoDocs under the sites list of Tyler products.
  2. Confirm your site Prints General Billing Invoices to a TylerForm. 
  3. Confirm Email/SMTP configuration found in System Administration>General Administration>System Settings. This information may need to be confirmed with local IT or site may request assistance of TSM or SaaS support.
  4. Confirm Test Email is successful.
  5. Confirm Customer has email address populated within the Primary or any delivery address associated with General Billing Invoices. 
  6. Configure or confirm Customer Delivery Overrides is set to at least Notification Type - Bill, Delivery Address Sequence and Category - 01 General Billing and Misc Cash.
  7. If you export successfully out of Print Invoices, choose your TylerForm printer and do not receive an email with an invoice. Please contact Munis General Billing Support.
Additional Information

Note: In Munis versions 2018.1 and higher, sites can configure ReadyForms which has numerous options including an email feature.