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  2. Document processing
  3. 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?