4,573
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
#1
André Arnaud de Cal...
292,869
Super User 2025 Season 1
#2
Martin Dráb
231,733
Most Valuable Professional
#3
nmaenpaa
101,156
Moderator
Share
Report
All responses (
Answers (
