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Invoice Delivery is configured in Setup / Finance / Invoicing / Delivery |
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The information in this panel reflects the currently selected invoice delivery item. 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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Reports can be included when emailing invoices to provide the recipient with additional data. 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 in either CSV or PDF format.
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.