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Invoice Delivery is configured in Setup / Finance / Invoicing / Delivery |
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Invoice delivery options are setup here and selected on bill groups to specify how to deliver invoices to accounts under the bill group. Delivery options include how the invoice is sent to the billing contact, the invoice template (defines branding, layout, content) and other options.
Prerequisites
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Invoice templates are required before invoice deliveries can be configured. A sample invoice template is included with the system
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Email templates are required if you intend to email invoices to account contacts
Invoice Deliveries Panel
The Invoice Deliveries panel on the left of this screen allows you to select existing deliveries to view and edit on the Edit Invoice Deliveries panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
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The information in this panel reflects the currently selected invoice delivery itementity. From here you can change delivery details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Invoice Delivery Fields:
Name: a unique and descriptive name for the invoice delivery item. Typically, this should summarize the recipients and/or delivery method, e.g. 'Enterprise - Email'
Default Account Delivery Type: specifies if invoices will be emailed or delivered by other external means for accounts configured to use the invoice delivery
Invoice Template: specifies the template to use when the invoice is rendered. The template will dictate the invoices appearance and content
Email Template: this field will appear if the Default Account Delivery Type is set to ‘Email’. In this field you select which email template to use when sending an invoice to the customer by email
Attachments tab
Reports can be included attached when emailing invoices to provide the recipient with additional datainformation. This tab allows to you view, add or remove the reports that are attached to the invoice email.
Sometimes customers may want to see various different detailed reports on their billing data while seeing summarized information in their invoices. The attachments tab allows you to provide this level of detail to be delivered along with your invoice Attached reports can be provided in either CSV or PDF format.
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Note: if you wish to include report data within your email template you can do so as well/instead of attaching a report. See the Embedded Reports in Templates guide for configuration steps. |
Invoice Attachment Prerequisites:
Report Type: The type of report available for selection must be of report type Invoice. This is configured when generating and filtering reports based on data sources.
DataSource: The report must contain either the Invoice or InvoiceItem data source as part of the report to ensure that the data within the report can be filtered based on the same invoice identifier.
References tab
This section displays where the selected delivery configuration is used in the system. By default, the reference data is displayed in a summary format to indicate where the delivery is in use, however the Entity drop down field can be used to view the exact system entities that the delivery is configured on.