RE: Vendor Bill Payment Email Workflow

I’m trying to create a workflow to auto send my bill payment transaction PDF to the vendor, I can get the email to generate, but even though I have Include Transaction checked and PDF chosen, it’s not generating and attaching the PDF, anyone know what I’m doing wrong?

iybailey Rookie Asked on January 23, 2020 in Vendors.
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3 Answers

Just going to throw out a few ideas here…

  • Are you using an email template in your workflow?  I  recommend using an email template.
  • Are you 100% positive the correct transaction record is being sent?  Is it possibly sending the Vendor Bill record and not the Payment record?
  • Check the account specific “Set Preferences”  tab, what is your default Transaction Email format?
  • Do you have a default print pdf template selected?  Can you print the record in the format you want?  If you don’t have a template selected it can’t print or email the PDF.

Hope this helps!

Intermediate Answered on January 24, 2020.
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