What this page is for
Document deliveries are kept per customer. Find a customer to see every receipt, tax invoice and statement ever sent to them, which channel each went by, and what happened to it. From here you can send a statement, or send any past document again.
Once you choose a customer, the columns are:
- Last change: when the delivery last changed state.
- Document: the kind of document and its number, such as Receipt 10452.
- Channel: E-mail, SMS (text message), WhatsApp or Printed.
- Status: Queued, Sent, Delivered, Failed, Bounced or Stopped by customer.
- Address as sent: the exact address it went to.
- Provider reference: the provider's own reference for it.
Everyone whose role can view customers sees this page. Sending a statement, or sending a document again, needs a role that can operate on customers.
How to…
How to find a customer's deliveries
Type the customer's name, phone number, e-mail or KRA (Kenya Revenue Authority) PIN (personal identification number) in the search box, then choose them from the results.
How to send a statement
With a customer chosen, press Send statement, choose how to send it, and press Send.
How to send a document again
Open the row menu of the document and choose Send again, choose how to send it, and press Send. A copy sent again is marked as a copy; every attempt is recorded, even one the customer has stopped.
How to open the message a delivery sent
Press the row, or choose Open the message from its row menu, where a message was sent.
How to see every message sent to this customer
Press Every message to this recipient beside the customer's details.
How to choose a different customer
Press Choose another customer.
If something goes wrong
- This customer could not be loaded. Check your connection and try again. — try again in a moment.
- A send is refused because no channel can reach the customer — check the customer has a phone or e-mail address on file that they have not stopped.