- Support Center
- Document processing
- General questions about invoice processing
How can I register the responsible user with the client?
You can define the responsible user in the client administration. The user will then receive e-mail notifications as soon as a processing has been completed for the client or in case invoices get exported.
Procedure
- Go to the menu item "Clients
- Select the desired client
- In the "Responsible User" field of the "Company" tab, select the user in charge.
- Click on "Save
If the user in charge does not appear, the user must first be created as a user.
Further links:
How do I create users?
How are users managed?