Difference between revisions of "InvoiceManagementSetup"

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(Created page with '=Invoice Management Set up and Configuration= The system has a number of tools and settings to control invoice management. ;Invoice Template :defines the l…')
 
 
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=Invoice Management Set up and Configuration=
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=This Content Has Moved House=
  
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The system has a number of tools and settings to control invoice management.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
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;[[InvoiceTemplates|Invoice Template]]
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
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:defines the logo, colours, billing information, and company information that appear on your invoices. Multiple invoice templates may be set up to enable you to use different invoice layouts for different customers.
 
  
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;[[InvoiceEmailTemplate|Invoice Email Template]]
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[https://resources.emersion.com/display/EKB/Invoicing Take me to the Emersion Knowledge Base article]
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:this template defines the layout, text, and other variables of the email that is sent to customers containing their invoice.
 
  
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;[[InvoiceDeliveryApproval|Invoice Delivery]]
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[[file:new_home_sm.jpg|900px]]
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:controls how invoices are sent to customers. Available methods are ‘Email’, ‘Post’, ‘Fax’, ‘Do Not Send’, and ‘Email and Post’. A system default can be set up, which is applied to all customers. This default setting may be overridden on a customer by customer basis.
 
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;[[InvoiceDeliveryApproval|Invoice Approval]]
 
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:controls whether invoices are automatically approved after they are generated, or if they require manual approval. This setting may be applied at a system level for all customers and invoices, or on a customer by customer basis.
 
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==See ==
 
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* [[InvoiceTemplates|Invoice Templates]]
 
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* [[InvoiceEmailTemplate|Invoice Email Templates]]
 
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* [[InvoiceDeliveryApproval|Invoice Delivery and Approval Settings]]
 

Latest revision as of 10:30, 15 March 2021

This Content Has Moved House

This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.

We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg

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