Billing profiles help manage how customers receive invoices, either by email or mail. This guide shows you how to use reporting tools to identify customers set to receive emailed invoices but who are missing an email address on file. Correcting these records ensures all customers receive their invoices on time.
Navigate to the Reporting tab in the main menu.
From the left-hand menu, select Customer Management.
At the top of the page, click the Contacts button.
Scroll down to the Customers with no Email on File report.
Click the Billing Profile dropdown filter and select a billing profile that is designated for emailed invoices, such as one with "Email" in its name.
How to Correct Mismatched Records
The report will display customers assigned to the selected email billing profile but who lack an email address. Click a customer's name to open their profile and correct the record using one of the following methods:
Add an email address: In the customer's profile, go to the Contacts section to add or edit a contact. Enter their email address and ensure the Billing notifications toggle is enabled.
Change the billing profile: If the customer should receive printed invoices, go to the Billing tab. Click the three-dot menu next to Billing details, select Billing profile, and choose a profile that does not send invoices via email.
Summary
This article explains how to use the 'Customers with no Email on File' report to audit your customer data. By filtering this report by your email-specific billing profiles, you can quickly find and correct accounts that are improperly configured, ensuring reliable invoice delivery and improving your billing accuracy.