From time to time an invoice my have an error that prevents it from Auto Emailing to the customer.
The first thing to look at is to see if any of the Totals or Qty of Items are Red
When an invoice is completed on the Android the Sub Total, Grand Total and number of items on the invoice are all stored on the invoice ‘header’ These are used to see if the totals match up before it is sent to the customer. This is used as a ‘check sum’ to make sure all of the invoice details have arrived at the server before it is emailed to the customer.
If there are any issues found it does not email and highlights the field in question RED
When the order or invoice is opened if the totals do not match up they will be highlighted in RED. Such as if the Subtotal + Tax does not match the Grand Total, or more often if the Ext. Price totals do not match the subtotal or the Qty of Items does not match the total Check Sum Qty (as in the example above)
What do I do?
Often this happened either because someone in the office edited the invoice and did not recalculate the totals or change the Qty of Items field (manually).
The other common cause of this is that the device had an issue sending the invoice details. Changing the Roll Back Last Push time to prior to this invoices start date (look in Record History) for the device will force it to resend the invoice
What else can prevent it from Auto Emailing?
If none of the fields are highlighted as red, it could be there is an invalid email address for this customer’s Auto Invoice’ account.
From the Order/Invoice form click the Open button next to the customer name and look at the customer contact to list for any invalid email formats.