Generate email response for invoice case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Generate email response for invoice case.

    Vorbereitungen

    Role required: ap_agent or ap_specialist

    Warum und wann dieser Vorgang ausgeführt wird

    The Email response for invoice case skill uses invoice case details such as case type, short description, description, work notes, activity stream, additional comments, related records, and relevant knowledge base articles to compose an email response. You can also use this skill to elaborate, shorten, or change the tone of your email draft.

    Prozedur

    1. Navigate to Workspaces > Source-to-Pay Workspace.
    2. Select the list icon (List icon).
      A list of options within the workspace is displayed.
    3. Select Invoices >All invoices.
    4. Select an invoice case.
      The case detail view appears.
    5. In the Email tab, click anywhere within the email body text box.
    6. Generate an email draft by selecting the Now Assist icon Now Assist icon.
    7. Select Insert.
    8. Wahlweise: Select Refine to elaborate, shorten, or change the tone of an email body.
    9. Wahlweise: Apply templates by selecting the template icontemplate.Email generation for invoice case
      The email response is generated for the invoice case.