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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 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 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.
Actions
Icon | Description |
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 | Deletes the delivery if not in use (configured on a bill group) |
 | Adds a new invoice delivery |
When you select an invoice delivery item in the list additional details will be displayed in the Edit Invoice Delivery panel to the right. These details are explained below.
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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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Adding Invoice Deliveries
Under the Invoice Deliveries heading on the left click the
iconUnder 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
Under the Attachments tab add any reports you wish to deliver with the invoice
Click Save
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Editing Invoice Deliveries
Under the Invoice Deliveries heading on the left click the delivery you wish to edit
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
Under the Attachments tab add the reports you wish to deliver with the invoice or remove the existing attached reports
Click Save when finished making changes
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Deleting Invoice Deliveries
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Note: deliveries that are in use (configured on bill groups/accounts) cannot be deleted. In order to delete an invoice delivery that is in use, first check the References tab to determine which entities are configured to use the delivery you wish to delete and then change the bill group/accounts to use another invoice delivery. |
Under the Invoice Deliveries heading on the left select the delivery item you wish to delete
Under the same Invoice Deliveries heading click the
iconOn the confirmation dialog that appears select Yes