Stationery

Emails generally cannot be sent directly by credit control. Instead you must define a stationery document type. In this case the document will be a placeholder.

Stationery is configured in Stationery and Forms under Email, SMS, Print & Web in the main section of the Configuration and Tools page.

Create a stationery document with a Document Type of Invoice.

Figure: First reminder stationery document

Screenshot showing first reminder stationery document.

On the Setup window select the Email template created in the previous step.

Figure: First reminder Page Setup configuration

Screenshot showing First reminder Page Setup configuration.
Attention: You must publish the stationery document to make it available for use.