If there is a need to send a letter to the vendor, this can be done directly from the system.

Open the invoice in question and click on the envelope in the Vendor's name field. The envelope is available in the steps New Invoioce Review, Review, Approval and Invoice Exceptions Review.

A form will open with some information pre-filled.

Vendor information

• Contact person: The person at the vendor you want to contact
• Email: The email address to which the letter should be sent (required)

Content

Template

Templates can be created for subject and message, select +Create new template or select one of the existing templates you created earlier.

Name your new template.

Fill in a subject and write a message. The text in the Message box will be inserted into the letter.

Click on the Preview button at the bottom of the form to see how the letter will look.

In the image below, what is highlighted with a red frame is the text written in the Message box.

Click on Send to send the letter. When the letter is sent, the envelope will turn blue

Click on the envelope to open the letter.