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User and Client Settings

This chapter describes the most important settings that influence whether users receive Invoice notifications.

User Status​

Only active users receive Invoice notifications. Inactive users are skipped during recipient resolution.

Client Assignment​

A user must be assigned to the relevant client. The assignment is usually done through a user role in this format:

mandant - <client number>

Example:

mandant - 1000

Without this assignment, the user is not considered a recipient for that client.

Send E-Mail Alert​

The Send E-Mail Alert field controls whether a user may receive Invoice alert e-mails.

Typical values:

  • Yes
  • No
  • empty

An empty value is treated as active. No prevents alert e-mails from being sent to this user.

Send E-Mail Report​

The Send E-Mail Report field controls whether a user receives client-specific Invoice reports.

For overdue reports, this field must be enabled. In addition, Send E-Mail Alert must be enabled or empty because delivery uses the general alert mail logic.

Substitution​

Reminder e-mails can take substitutions into account. A substitute receives the e-mail only when the substitute:

  • is valid on the current date,
  • is active,
  • is assigned to the same client,
  • has a valid e-mail address.

If these conditions are not met, the e-mail is sent to the originally responsible person if that person is eligible.

Test and Safety Mode​

In test mode, alert e-mails can be redirected to a central test address. In restricted mail mode, e-mails are sent only to explicitly allowed recipient addresses.

These modes are useful for tests and production-like validations because they prevent unintended messages from being sent to real users.