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When Are PT Invoices Emailed to Members?

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Not every PT invoice qualifies for being received by a member. Whether an invoice stays or gets sent is decided by how that invoice’s status is set.

Here are the statuses that will/will not allow an email to be sent.

Statuses Where an Email Will Send:

  • Settled
  • Pending Settled

Statuses Where an Email Will Not Send:

  • Comped
  • Written-Off
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