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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 />
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | 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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| − | == Onboarding? ==
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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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| − | 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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| − | = Service Provider Default Settings =
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| − | To set your default provider-level settings, go to:
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| − | Nav: '''Admin > Settings > Invoice Management'''
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| − | The ''Invoice Management'' page will display.
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| − | ==== Invoice Delivery ====
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| − | # Select the invoice delivery method from the options available. This will apply to all new customers that are created in future.
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| − | # 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.
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| − | ==== Auto-Approve Invoices ====
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| − | To enable automatic approval of your invoices:
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| − | # Tick the ''Auto Invoice Approval'' check box . This will apply to all new customers that are created in future.
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| − | # 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.
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| − | When you are happy with your Invoice Delivery and Approval settings, press the '''Save''' button.
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| − | = Override the Default Settings =
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| − | As mentioned above, the default default settings can be overridden for any customer via the [[Account_Management/Customer_Screen/Details|'''Customer > Details''' tab.
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| − | # Click the '''Edit Account Summary''' button to put the page into EDIT mode.
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| − | == Invoice Delivery ==
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| − | # Select the invoice delivery method for this customer from the '''Invoice Method''' drop list.
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| − | == Auto-Approve Invoices ==
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| − | # Tick the ''Auto-approve Invoices'' check box to enable automatic approval of invoices for this customer.
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| − | When you are happy with your settings, click the '''Save Account Summary''' button.
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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.
