1What this screen is #
Every attempt is logged in the common notification log (Administration -> Notification Log), where a failed one can be corrected and resent. Nothing sent here bypasses that log.
2Step by step #
- Pick the pay bill or batch . Its employees appear below, everyone ticked.
- Un-tick anyone who should not be told.
- Tick the channels . A profile/template can be named per channel family; blank means the settings choose.
- Adjust the subject and message . {Employee} {EmpID} {Period} {Net} {VoucherNo} resolve per person.
- Press Send and confirm. The report below shows every attempt - sent, failed with the gateway's own words, or skipped for want of an address.
3Rules and integrity #
- No silent drops. An employee without an e-mail or mobile shows in the report as skipped with the reason - silence would read as sent.
- Addresses come from the Employee master (Email / Mobile). A BLANK one can be filled right here - the row offers a box and a save button, and the value is written to the master itself, never kept as a page-local copy. Correcting a WRONG address stays the Employee master's job.
- Sending needs the gateways configured : an e-mail profile for e-mail, the SMS gateway for SMS and WhatsApp - the same configuration every automatic notification uses. A missing gateway comes back as a failed row, with the reason.
- Why is the voucher list empty? No pay bill or batch has been prepared, or every one of them is cancelled.
4If something does not work #
"Pick an employee first." / "Tick at least one employee."
- Why
- A message goes to named people, never to everybody by default.
- What to do
- Tick whoever it is for.
"This voucher has no live employee lines."
- Why
- Every line on the voucher is cancelled or empty, so there is nobody to write to.
- What to do
- Check the voucher itself.
"The message text is empty."
- Why
- There is nothing to send.
- What to do
- Write the message, or pick a template.
"'...' is not a valid e-mail address." / "'...' does not look like a phone number."
- Why
- The address or number held for that employee is malformed.
- What to do
- Correct it on the employee's own record - this screen sends, it does not edit.
"Nothing to save - provide an e-mail or a mobile number."
- Why
- The employee has neither, so no channel can reach them.
- What to do
- Fill one on the Employee master.
"This ledger has no Employee master record - add the employee on the Employee master first."
- Why
- The ledger account exists but no employee sits behind it.
- What to do
- Create the employee record; payroll needs it for more than messages.
"...: ..." - a per-employee failure line
- Why
- The send is reported one employee at a time: the ones that went, went.
- What to do
- Read each line - a failure names that employee's own reason.
Nothing arrives although the screen says it was sent
- Why
- The ERP hands the message to the mail account or the SMS/WhatsApp profile; what happens after that is theirs.
- What to do
- An administrator checks Settings > Mail Accounts, or the SMS/WhatsApp profile, and sends a test.
This is the help InvoiceNET® ERP shows beside the Payroll Notifications screen. Whether you have the screen depends on the modules of your licence and the rights your administrator has given you.
See this screen for yourself
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