Invoice will not send to client how do I fix?
Follow steps below to identify issue and correct.
- Start by reviewing error you are given in Bullhorn Issues log.
- In this example Error states it was Lori Dewit email. I went to the Billing profile for Transmatic tied to this invoice. If you look at name, there isn’t an orange circle to left of name. That is telling me that this was migrated data from Avionte and didn’t get tied to the contact correctly. I removed lori name and re-entered it. Now if you look at 2nd screen shot it now have the orange circle, which means it is linked to contacts now.
ORIGINAL VIEW:
NEW VIEW:
