Invoice recipient groups
The users that are enabled for online invoicing are pooled in invoice recipient groups. Depending on the groups' settings the invoices are provided for downloading on the web portal or are sent to the respective users via e-mail .
Configuration of groups that are enabled for the web portal
The following AllowedModules need to be deactivated:
- OnlineVersand - Elektronischer Rechnungsversand nicht erlaubt
- Im Faktura Betrachter den Onlineversandstatus ausblenden?
To enable the users of a group to only using the web portal, you have to enter an identifier and name for the group and set the active-flag.
In the web portal the users have the possibility to download the provided invoices and logs to their local computers. Once there are new invoices available for download, a memo is sent to the respective users via e-mail.
Configuration of groups that are enabled for e-mail dispatch
Additionally the following AllowedModule needs to be deactivated:
OnlineVersand - Elektronischer Rechnungsversand via E-Mail nicht erlaubt
If you enter a valid e-mail address for the group, set the max. size for attachements and select a head-user for the group, the users of the group are forwarded the respective invoices to their e-mail accounts. Additionally the head-user of the group receives a summary and log of the invoices' dispatch statuses.
Important: when a new Delivery Group is to be created, the following needs to be paid attention: in case that there an old/deactivated Delivery Group, the records in there need to be checked if there are still any Clients in the vector main user assigned which need to be assigned in the new Delivery Group. For that one need to access the record of the main user vector via the folder symbol and look into the tab General - see screenshot below
