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| − | {{DISPLAYTITLE: Invoice Delivery and Approval Settings}}
| + | =This Content Has Moved House= |
| − | = Overview = | |
| − | The '''Invoice Delivery''' and '''Invoice Approval settings''' are two settings that control:
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| − | * the method of which your invoices are sent
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| − | * whether invoices are automatically approved.
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| − | ''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. |
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| − | 1. '''Email'''<br />
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| − | 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.
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| − | 2. '''Post'''<br />
| + | [https://resources.emersion.com/display/EKB/Invoice+Delivery+and+Approval Take me to the Emersion Knowledge Base article] |
| − | 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.
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| − | 3. '''Do Not Send'''<br />
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| − | 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.
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| − | 4. '''Email and Post'''<br />
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| − | This method combines the activities of 'Email' and 'Post' respectively.
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| − | 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.
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| − | 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.
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| − | ''''!!! 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'''.
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| − | == Setting your Service Provider Default Settings ==
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| − | # Select '''Admin''' > '''Settings '''> '''Invoice Management '''from the '''Menu.''' The ''Invoice Management'' page will display.
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| − | # 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.
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| − | # 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.
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| − | # 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”.
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| − | # 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.
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| − | # Click the '''Save''' button. An information box will appear showing the invoice management setting was saved successfully.
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| − | ==Overriding the Service Provider Settings==
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| − | # Select '''Customers''' > '''Customer List '''from the '''Menu.''' The ''Customer List'' page will display showing all customers.
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| − | # Locate and select the required customer in the list. The ''Customer Summary'' page will display.
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| − | # Click the '''Detail''' tab. The ''Account Detail ''page will display showing ''Account'' ''Summary'' and'' Trading Terms.''
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| − | # Click the '''Edit Account Summary''' button. The ''Account Detail'' page will update to show the fields enabled for editing.
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| − | # Select the required invoice delivery method for this customer from the ''Invoice Method'' drop list.
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| − | # 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.
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| − | # Tick the ''Auto-approve Invoices'' check box to enable automatic approval of invoices for this customer.
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| − | # Click the '''Save Account Summary''' button. An information box will appear showing the account has been updated.
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| − | = See Also =
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| − | * [[Accounts/Account_Attributes|Account Attributes]]
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| − | * [[Account/AccountCreation|Create an End User Customer]]
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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.
