Cannot send Invoices when completing a ticket in Mobile Delivery

Issue / Question:

  • Why is there no option to send invoices to an email when completing a ticket in Mobile Delivery?
  • I have EmailMobileDeliveryInvoices set to Always. or Customer but no invoices are being sent.

Environment:

  • Cargas Energy Version 2024_07 or later

Resolution / Answer:

To email Invoices for tickets in Mobile Delivery the Signature Capture setting must be enabled on the tank that is being delivered to. 

  • To Enable this setting, check the Capture Signature box in:

    Tanks > Actions > Edit Tank > General > Edit

capture signature checkbox for article.png
  • Ensure the customer has an email set up on their account by checking in. 

    Customer Summary > Contact Information

  • Set the EmailMobileDeliveryInvoices setting to Always or Customer in 

    Admin > Setup > Application Settings > EmailMobileDeliveryInvoices


How EmailMobileDeliveryInvoices affects Mobile Delivery:

Set to Customer

When the EmailMobileDeliveryInvoices setting is set to Customer, the email addresses with 'Statements To' checked will be selected by default when completing a ticket in Mobile Delivery

emailmobiledeliverystatementsCustomer.png


Set to Always

When the EmailMobileDeliveryInvoices setting is set to Always, all customer email addresses will be selected by default when completing a ticket in Mobile Delivery

emailmobiledeliverystatementsAlways.png

 

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