InvoiceReSend - Revision history

Dcowan at 05:34, 14 February 2020

2020-02-14T05:34:16Z

Dcowan at 05:29, 14 February 2020

2020-02-14T05:29:59Z

Kberkidge: Created page with '==Re-Send Invoices== Approved Invoices may be re-sent to the customer for whatever reason e.g. customer misplaces their original invoice etc. Invoices can be re-sent individuall…'

2012-07-06T05:21:48Z

Created page with '==Re-Send Invoices== Approved Invoices may be re-sent to the customer for whatever reason e.g. customer misplaces their original invoice etc. Invoices can be re-sent individuall…'

New page

==Re-Send Invoices==

Approved Invoices may be re-sent to the customer for whatever reason e.g. customer misplaces their original invoice etc. Invoices can be re-sent individually, or in bulk to re-send many invoices at once. Once initiated, the system will automatically re-send the invoices to the customers via the invoice delivery method set up in the customer accounts’ records.

===To Re-Send an Invoice===

# Display the required Approved invoice. The ''Manage Invoice'' page will display showing the options available for approved invoices.
# Click the '''Re-Send '''button. A message at the top of the screen stating that the invoice has been queued for re-delivery.

===To Bulk Re-Send Multiple Invoices===

# Select '''Finance''' > '''Accounts Receivable '''>''' Invoice List '''from the '''Menu.''' The ''Invoice List'' page will appear.
# Filter the invoices shown by selecting ''Approved'' in the ''Approval Status'' drop list and clicking the '''Search''' button. The ''Invoice List'' page will update to show only approved invoices, and show the ''Bulk Actions'' below the list.
# Tick the check box beside each invoice you wish to re-send. Multiple invoices can be selected.
# Click the '''Re-Send Selected '''button. A message will display prompting you to confirm you wish to re-send all the selected invoices.
# Click the '''Yes''' button to confirm the bulk invoice re-send. The ''Invoice List'' page will re-display showing a message at the top of the screen stating that the Bulk re-send has been initiated.
# Click the '''No''' button to cancel the bulk invoice re-send.

===See also ===
* [[InvoiceManageInvoice|Manage Invoices]]
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceBulkApprove|Bulk Approve]]
* [[InvoiceBulkReject|Bulk Reject]]
* [[InvoiceReRender|Re-render Invoices]]
* [[InvoiceReRate|Re-rate Invoices]]

@@ Line 1: / Line 1: @@
 ==Re-Send Invoices==
-Approved Invoices may be re-sent to the customer for whatever reason e.g. customer misplaces their original invoice etc. Invoices can be re-sent individually, or in bulk to re-send many invoices at once. Once initiated, the system will automatically re-send the invoices to the customers via the invoice delivery method set up in the customer accounts’ records.
+Approved Invoices may be re-sent to the customer for whatever reason e.g. customer misplaces their original invoice etc. Invoices can be re-sent individually, or in bulk to re-send many invoices at once. Once initiated, the system will automatically re-send the invoices to the customers via the invoice delivery method set up in the customers' account.
@@ Line 7: / Line 7: @@
 # Display the required Approved invoice. The ''Manage Invoice'' page will display showing the options available for approved invoices.
-# Click the '''Repost''' button.
+# Click the '''Resend / Repost''' button.
 # Alternately, you can click to ReSend/Re-Post button (icon) from the Customer > Invoice list
 # A message at the top of the screen stating that the invoice has been queued for re-delivery.

← Older revision		Revision as of 05:29, 14 February 2020
Line 7:		Line 7:

	# Display the required Approved invoice. The ''Manage Invoice'' page will display showing the options available for approved invoices.		# Display the required Approved invoice. The ''Manage Invoice'' page will display showing the options available for approved invoices.
−	# Click the '''~~Re-Send~~ '''button. A message at the top of the screen stating that the invoice has been queued for re-delivery.	+	# Click the '''Repost''' button.
		+	# Alternately, you can click to ReSend/Re-Post button (icon) from the Customer > Invoice list
		+	# A message at the top of the screen stating that the invoice has been queued for re-delivery.