Allowing invoice reprint from the portal

On the portal Invoices page, users can request a reprinted invoice, unless your company uses preprinted forms. If using preprinted forms is a requirement for your company, then you cannot allow invoice requests from the portal. You must hide the portal Invoices page and all links to it.

Follow these steps to set up invoice reprint requests from the portal:

  1. On the Accounts Receivable Parameters form, Use Preprinted Forms must not be selected.
  2. On the Intranets form, for the intranet associated with the back office site linked to the portal, specify SMTP settings and select Send Email Notification.
  3. On the Users form, make sure portal users have an email address associated with their back office user accounts.
  4. On the Report Options form, add a record for portal users. You can add these records manually, or a record will be added automatically the first time a portal user requests an invoice.

    These fields must be specified and all other fields must be blank:

    • User: The back office user ID assigned to the portal user.
    • Output Format: Acrobat Format
    • Email Notification: Yes
    • Attach Report: Yes
    • Auto-View: No