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How to Distribute Invoice/Credit Notes via Ad-hoc Email | |
In Using the Portal > Billing > Manage Delivery > Delivery screen, search for the relevant closed invoices/credit notes. The Delivery screen lists the invoices/credit notes matching the search criteria you specifiedyour criteria are listed in the results list. | |
2. | In the list of invoices/credit notes within the Delivery screen, click results list, tick the invoices/credit notes for which you want to set the Delivered flag manually. To select multiple invoices/credit notes that are listed in consecutive order, hold down the SHIFT key and click on the first invoice/credit note in the range and then click on the last invoice/credit note in the range. To select multiple invoices/credit notes that are not listed in consecutive order, hold down the CTRL key and click on each invoice/credit note to be selected. A tick appears next to each invoice/credit note you clicked to indicate that it is selectedthat are to be manually flagged as Delivered and click Set Delivered Flag. A confirmation message opens, prompting you to confirm the flagging of the selected invoices/credit notes as Delivered. |
Click .  A confirmation message opens, prompting you to confirm that you want to flag the selected invoices/credit notes as having been delivered. | |
To confirm flagging the selected invoices/credit notes as having been delivered, click .  The confirmation message closes and the Delivered flag is set on the selected invoices/credit notes. | |
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