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Invoice Delivery is configured in Setup / Finance / Invoicing / Delivery |
Guides in this article:
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 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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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 what will happen with the invoice for the accounts that configured to use the invoice delivery. The options are listed below.
Email: the invoice will be emailed from LogiSense Billing to the email address of the billing contact on the account (provided that the bill run that bills the account is configured to deliver invoices)
Offline: the invoice will be generated and stored in LogiSense Billing but the delivery of it will be handled by other external means
(printing and mailing it for example)
External Transfer: the invoice will be sent to an external location (S3 Bucket, SFTP). Invoices sent externally will be marked as delivered. Invoices delivered externally can still be downloaded from the LogiSense Billing application. Email templates can be attached to an invoice delivery that is setup to transfer the invoice to an external location allowing billing contacts to be notified by email when the invoice export occurs
Email and External Transfer: The invoice will be emailed and sent to an external location (S3 Bucket, SFTP)
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 be selectable if the Default Account Delivery Type is not set to ‘Email’‘Offline’. In this field you select which email template to use an when sending an invoice to the customer by email. Optionally, It can also be used when the delivery type has been set to ‘External Transfer’. In this case it determines what email template to use to notify a customer that their invoice has been generated
Name: this field will appear when selecting a delivery type that sends the invoice to an external transfer location. The name selected here is the name of the transfer location. If you have no transfer locations setup then nothing will appear in this field
Attachments tab
Reports can be attached when emailing invoices to provide the recipient with additional information. This tab allows to you view, add or remove the reports that are attached to the invoice email.
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Note: if you wish to include report data within your invoice template you can do so as well/instead of attaching a report. See the Embedded Reports in Templates guide for configuration steps. |
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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 Edit Invoice Delivery screen help Panel section above 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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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 Edit Invoice Delivery screen help Panel section above 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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