Difference between revisions of "InvoiceReSend"
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==Re-Send Invoices== | ==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 | + | 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. |
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# 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 '''Repost''' button. | + | # Click the '''Resend / Repost''' button. |
# Alternately, you can click to ReSend/Re-Post button (icon) from the Customer > Invoice list | # 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. | # A message at the top of the screen stating that the invoice has been queued for re-delivery. | ||
Latest revision as of 15:34, 14 February 2020
Contents
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 customers' account.
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 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.
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.
