Email Notification when Wholesaler Payable Invoices fail to connect to Simpro – Lentune Wholesaler

As a Wholesaler, you need to be able to ensure that you can easily advise your clients when their payable invoices (your receivable invoices) fail to sync successfully from Lentune to Simpro.

You can do this by setting up a Scheduled Task called Wholesaler Connect Client Notifications.

To read how to set up a new Scheduled task, refer to Create a Scheduled Task.

This task can be set to run daily, and will advise your clients individually by sending them each an email with a list of all invoices that were not successfully synched.

This task will generate one email for each client, with a list of their invoices only.

From this email, your client can then click on the Fix Synch Issues button at the foot of the email, and correct what has gone wrong.

The email will look like this:

15938- wholesaler simpro invoice sync failed-1.png

Points to note:

A client will receive only their own notifications.
Notifications will include only invoices that have currently failed. Any invoices that have failed historically but have since been successful will be excluded.
Any invoice that has been manually marked as processed will be excluded.
The link in the email will take the user to the screen with their invoices. This view will be filtered to show only those invoices that have failed.
Only clients that integrate to Simpro will receive these notifications.

Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.

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