If you are seeing this error message below, this is due to not having a "Bill To" email address listed under the Company Finance screen for this partner.
To fix this error message you will need to update the partner's Company Fiance screen to include a "Bill To" email address.
Step 1: Navigate to the Company Finance screen in ConnectWise.
Under the "Bill To" pod you will see the Contact dropdown. Click this drop-down and select a contact. Note: If that contact does not have an email address associated with them, you will need to update that contact and add an email address to continue.
Step 2: Once you select the contact it will fill in the email address for this company. Be sure to save your changes.
