Revision as of 13:57, 27 February 2017

Overview

The Invoice Delivery and Invoice Approval settings are two settings that control:

• the method of which your invoices are sent
• whether invoices are automatically approved.

Invoice Delivery is controlled by the Invoice Method setting. This determines how invoices are sent to your customer. The invoice delivery method options are:

1. Email
This method sends the invoice to the preferred email address of the billing contact of the account, and any other nominated recipients that are set up in the Invoice Delivery event template.

2. Post
This method sends the nominated recipient(s) of the Invoice Post event, a list of invoices to be printed out and posted to the customer.

3. Do Not Send
This method will leave the invoice approved but will not send the invoice to customers. When Emersion creates your service provider account during the start of the onboarding process, this is the default setting.

4. Email and Post
This method combines the activities of 'Email' and 'Post' respectively.

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.

These two settings are known in Emersion as 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.

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Setting your Service Provider Default Settings

1. Select Admin > Settings > Invoice Management from the Menu. The Invoice Management page will display.
2. 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.
3. 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.
4. 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”.
5. 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.
6. Click the Save button. An information box will appear showing the invoice management setting was saved successfully.

Overriding the Service Provider Settings

1. Select Customers > Customer List from the Menu. The Customer List page will display showing all customers.
2. Locate and select the required customer in the list. The Customer Summary page will display.
3. Click the Detail tab. The Account Detail page will display showing Account Summary and Trading Terms.
4. Click the Edit Account Summary button. The Account Detail page will update to show the fields enabled for editing.
5. Select the required invoice delivery method for this customer from the Invoice Method drop list.
6. Select the required invoice template to use for this customer from the Default Account Invoice Template drop list. This will override the system default setting.
7. Tick the Auto-approve Invoices check box to enable automatic approval of invoices for this customer.
8. Click the Save Account Summary button. An information box will appear showing the account has been updated.

See Also

• Account Attributes
• Create an End User Customer