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Setting up Document Email

Before emailing billing documents ensure that the tasks described in this section have been completed on your Salesforce OrgSalesforce organization.

Contact

For each account ensure that the Billing Contact checkbox is selected for one contact and that contact contains a valid email address.

Note:

Note

If the Billing Contact checkbox is selected on more than one contact belonging to an account, billing documents for that account are sent to the billing contact which comes first alphabetically.

Creating Custom Email Templates

You can create your own billing document email templates and use them as the template for emailing invoice and credit note billing documents. To specify your own template, enter the name of the template you want to use in the Credit Note Email Template and Invoice Email Template fields in the Billing Central Settings custom setting. See FinancialForce Billing Central Settings. For information about creating email templates, see the Salesforce Help.

The default template BillingDocumentPdfEmail is used if you do not specify a template in the Billing Central Settings custom setting. You can clone this template and customize it.

Note:

Note

Billing documents are generated using the Billing Document Credit Note Template or Billing Document Invoice Template specified in the Billing Central Settings custom setting depending on the type of billing document.

Deliverability Notifications

You can configure the email settings in your Salesforce OrgSalesforce organization to return email addressed to an invalid recipient to the sender. For further information, see the Configure Deliverability Settings topic in the Salesforce Help.

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