Setting up Document Email

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

Contact

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

Note:

If the Billing Contact checkbox is selected on more than one contact belonging to an account, you can choose the appropriate recipient when emailing the document.

Creating Custom Email Templates

You can create your own billing document email templates and use them 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 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.

Deliverability Notifications

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