InvoiceManagementSetup
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Revision as of 12:36, 6 July 2012 by Kberkidge (talk) (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…')
Invoice Management Set up and Configuration
The system has a number of tools and settings to control invoice management.
- Invoice Template
- 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.
- Invoice Email Template
- this template defines the layout, text, and other variables of the email that is sent to customers containing their invoice.
- Invoice Delivery
- 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.
- Invoice Approval
- 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.
