Customer Setup for Aptean Pay

You must define the recipient email address that determines where an Aptean Pay payment request email is to be sent. When determining which recipient email address to use, two locations are considered. The first location that is considered, is on the Document Layouts page. The second location that is considered, is on the Customer Card page of the bill-to customer.

• If you don't enter an email address, you won't be able to complete the customer setup process.
• The email address on the Document Layouts page takes precedence over the email address on the Customer Card page.

To set up a recipient email address for an Aptean Pay customer on the Customer Card page

1. Select the Search icon , enter Customers, and then choose the related link.
   The Customers page opens.
2. Select the bill-to customer for which you want to specify a recipient email address, and then on the action bar, click Manage > Edit.
   The Customer Card page opens.
3. On the Address & Contact FastTab, in the Email field, specify the recipient email address for payment requests.

To set up a recipient email address for an Aptean Pay customer on the Document Layouts page

1. Select the Search icon , enter Customers, and then choose the related link.
   The Customers page opens.
2. Select the bill-to customer for which you want to specify a recipient email address, and then on the action bar, click Manage > View.
   The Customer Card page opens.
3. On the action bar, choose Navigate > Customer > Document Layouts.
   The Document Layouts page opens.
4. In the Usage field, specify Invoice.
5. In the Report ID field, specify the ID of a report.
6. In the Send To Email field, specify the recipient email address to use when Aptean Pay payment requests are created.

If multiple email addresses are specified, only the first email address is used.

See Also Setup