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Hi Community,
When my Sales person tries to send email to customer, he receive this prompt.
I have checked that the bank account is already created.
May I ask how do I check what is the issue here?
Josh,
Yes, this message appears when you have not setup the Company Information, Payments Fast Tab, which reflects the main Bank. Are you sending payment information, via email, based on what the salesperson is emailing? For example, say I want to email a customer with a Sales Order Confirmation or Posted Sales Invoice, it is possible that the email body shows the Bank Information so payments can be made.
If you update the Bank Information, on the Payment Fast Tab, you should be good.
Thanks,
Steve
Hi, please check your payment information in Company Information page.
Hope this will help.
Thanks.
ZHU
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