Use of checkbox option “Email Intention for Invoices and Statement of accounts” launches the invoice creation document form is launched after post

QUESTION: When posting invoices, invoices are getting posted but at the same time the “invoice creation document” window shows up. This does not happen with each posting.

RESPONSE: The reason why sometimes the invoice creation document form is launched after post is because the checkbox option “Email Intention for Invoices and Statement of accounts” in the billing contact’s properties form is check marked. This option is used to workflow the user to the invoice creation document form after post where they can complete the process by emailing the invoice.

To disable this workflow, remove the check mark from the checkbox option “Email Intention for Invoices and Statement of accounts” for the affected in the billing contact. This will not limit your ability to insert an email address or email the invoice or the statement of account.