Page Comparison

Overview

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.

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The information in this panel reflects the currently selected invoice delivery entity. 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).

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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.

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Adding Invoice Deliveries

1. Under the Invoice Deliveries heading on the left click the  icon

2. Under the Add Invoice Delivery heading on the right specify the delivery details. See the Invoice Delivery screen help for info on the available configuration options

3. Under the Attachments tab add any reports you wish to deliver with the invoice

4. Click Save

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Editing Invoice Deliveries

1. Under the Invoice Deliveries heading on the left click the delivery you wish to edit

2. Under the Edit Invoice Delivery heading on the right modify the delivery details. See the Invoice Delivery screen help for info on the available configuration options

3. Under the Attachments tab add the reports you wish to deliver with the invoice or remove the existing attached reports

4. Click Save when finished making changes

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Deleting Invoice Deliveries

1. Under the Invoice Deliveries heading on the left select the delivery item you wish to delete

2. Under the same Invoice Deliveries heading click the  icon

3. On the confirmation dialog that appears select Yes