InvoiceDeliveryApproval - Revision history

Scarpenter at 06:44, 26 October 2018

2018-10-26T06:44:05Z

Scarpenter: /* Override the Default Settings */

2017-02-27T05:49:39Z

‎Override the Default Settings

Scarpenter: /* Override the Default Settings */

2017-02-27T05:00:58Z

‎Override the Default Settings

Scarpenter: /* Service Provider Default Settings */

2017-02-27T05:00:28Z

‎Service Provider Default Settings

Scarpenter: /* Auto Approve Invoices */

2017-02-27T04:59:56Z

‎Auto Approve Invoices

Scarpenter: /* Override the Default Settings */

2017-02-27T04:59:44Z

‎Override the Default Settings

Scarpenter: /* Override the Default Settings */

2017-02-27T04:59:19Z

‎Override the Default Settings

Scarpenter: /* Overriding the Service Provider Settings */

2017-02-27T04:51:22Z

‎Overriding the Service Provider Settings

Scarpenter: /* Setting your Service Provider Default Settings */

2017-02-27T04:35:34Z

‎Setting your Service Provider Default Settings

Scarpenter: /* Overview */

2017-02-27T04:18:12Z

‎Overview

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Invoice Delivery and Approval Settings}}
+=This Content Has Moved House=
-''Invoice Delivery'' is controlled by the ''Invoice Method'' setting. This determines how invoices are sent to your customer. The invoice delivery method options are:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-. '''Email'''<br />
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-. '''Post'''<br />
+[https://resources.emersion.com/display/EKB/Invoice+Delivery+and+Approval Take me to the Emersion Knowledge Base article]
-. '''Do Not Send'''<br />
+[[file:new_home_sm.jpg|900px]]

@@ Line 46: / Line 46: @@
 = Override the Default Settings =
-As mentioned above, the default default settings can be overridden for any customer via the [[Account_Management/Customer_Screen/Details|'''Customer > Details''' tab.
+As mentioned above, the default default settings can be overridden for any customer via the [[Account_Management/Customer_Screen/Details|'''Customer > Details''']] tab.
 # Click the '''Edit Account Summary''' button to put the page into EDIT mode.

@@ Line 50: / Line 50: @@
 # Click the '''Edit Account Summary''' button to put the page into EDIT mode.
-== Invoice Delivery ==
+==== Invoice Delivery ====
 # Select the invoice delivery method for this customer from the '''Invoice Method''' drop list.
-== Auto-Approve Invoices ==
+==== Auto-Approve Invoices ====
 # Tick the ''Auto-approve Invoices'' check box to enable automatic approval of invoices for this customer.

@@ Line 33: / Line 33: @@
 The ''Invoice Management'' page will display.
-== Invoice Delivery ==
+==== Invoice Delivery ====
 # Select the invoice delivery method from the options available. This will apply to all new customers that are created in future.
 # If you want to reset all customer accounts to this new default setting and remove any customer-level override, check the '''Reset all customers''' flag. If you want to change only the default setting for future customers, leave this unchecked.
-== Auto-Approve Invoices ==
+==== Auto-Approve Invoices ====
 To enable automatic approval of your invoices:

@@ Line 53: / Line 53: @@
 # Select the invoice delivery method for this customer from the '''Invoice Method''' drop list.
-== Auto Approve Invoices ==
+== Auto-Approve Invoices ==
 # Tick the ''Auto-approve Invoices'' check box to enable automatic approval of invoices for this customer.

@@ Line 45: / Line 45: @@
 When you are happy with your Invoice Delivery and Approval settings, press the '''Save''' button.
-==Overriding the Service Provider Settings==
+= Override the Default Settings =
-# Select '''Customers''' &gt; '''Customer List '''from the '''Menu.''' The ''Customer List'' page will display showing all customers.
+# Click the '''Edit Account Summary''' button to put the page into EDIT mode.
-# Locate and select the required customer in the list. The ''Customer Summary'' page will display.
-# Click the '''Detail''' tab. The ''Account Detail ''page will display showing ''Account'' ''Summary'' and'' Trading Terms.''
+== Invoice Delivery ==
 # Tick the ''Auto-approve Invoices'' check box to enable automatic approval of invoices for this customer.
-# Click the '''Save Account Summary''' button. An information box will appear showing the account has been updated.
 = See Also =
 * [[Accounts/Account_Attributes|Account Attributes]]
 * [[Account/AccountCreation|Create an End User Customer]]

@@ Line 26: / Line 26: @@
 These two settings are known in Emersion as [[Accounts/Account_Attributes|''account attributes'']], meaning that the Service Provider can configure a default setting that will be automatically adopted (inherited) by new accounts, unless the setting is overridden at the customer level.
-== Setting your Service Provider Default Settings ==
+= Service Provider Default Settings =
-# Select '''Admin''' &gt; '''Settings '''&gt; '''Invoice Management '''from the '''Menu.''' The ''Invoice Management'' page will display.
+Nav: '''Admin > Settings > Invoice Management'''
-# Tick the ''Auto Invoice Approval'' check box to enable automatic approval of your invoices. This will be applied to all new customers that are created. Leave blank if you do not wish to automatically approve invoices.
-# Tick the ''Reset all customers'' check box to update all existing customer accounts to use the automatic invoice approval setting as set in step 2.
+The ''Invoice Management'' page will display.
-# Select the required invoice delivery method from the ''Invoice Method'' drop list. This will be applied to all new customers that are created. By default, this is set to “Do not send”.
-# Tick the ''Reset all customers'' check box below the ''Invoice Method'' drop list to update all existing customers to use the ''Invoice Method'' setting selected in step 4. This will overwrite all existing customer invoice delivery methods set up.
+== Invoice Delivery ==
-# Click the '''Save''' button. An information box will appear showing the invoice management setting was saved successfully.
+# Select the invoice delivery method from the options available. This will apply to all new customers that are created in future.
 ==Overriding the Service Provider Settings==

← Older revision		Revision as of 04:18, 27 February 2017
Line 21:		Line 21:
	The ''Auto Invoice Approval'' setting determines what happens to invoices when they are generated. When this setting is enabled, invoices that are generated are automatically ''Approved'' and handled in accordance with the invoice method setting above.		The ''Auto Invoice Approval'' setting determines what happens to invoices when they are generated. When this setting is enabled, invoices that are generated are automatically ''Approved'' and handled in accordance with the invoice method setting above.

		+	== Onboarding? ==
	'''!!! IMPORTANT !!!'''If you are currently implementing Emersion in your business, it is important that you do not enable the Auto Invoice Approval setting until you are ready to send out invoices. Until then, leave this setting as '''Do Not Send'''.		'''!!! IMPORTANT !!!'''If you are currently implementing Emersion in your business, it is important that you do not enable the Auto Invoice Approval setting until you are ready to send out invoices. Until then, leave this setting as '''Do Not Send'''.