Symptoms

The 'Download PDF' button is missing in AR document properties in PBA Control Panel, thus neither Provider/reseller nor customers may download AR documents as PDF files:

  • Provider Control Panel: Operation Director > Financial Manager > AR Documents > [click on document] > View AR Document tab

  • Customer Control Panel: Account > Financial Documents > [click on document] > General tab

Cause

The 'Download PDF' button is missing because the corresponding notification templates are not configured in PBA Notification Manager.

Resolution

To resolve the problem the vendor (Provider or reseller) has to configure notification templates in PBA:

  • Log into PBA Control Panel

  • Go to Communication Director > Notification Manager > Settings

  • Configure the following templates in the 'Notification Templates' section:

    • Invoice Notification Template

    • CM Notification Template

    • DM Notification Template

    • Payment Notification Template

    • Refund Notification Template

If you want to use different templates to send AR documents as PDF files then configure templates in the 'PDF Templates' section:

  • Invoice PDF Template

  • CM PDF Template

  • DM PDF Template

  • Payment PDF Template

  • Refund PDF Template

Internal content