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To facilitate grouping of delivery contacts or grouping of invoices for email delivery of invoices, a new field labelled Delivery Grouping has been added to the Agency Portal > Billing > Maintenance > Debtor > Debtor Maintenance > Debtor > Invoice Details > Delivery Details scree n screen and is available if the delivery method for the invoice details is set to Email.
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By default, the Delivery Grouping field is set to None so that email delivery of invoices will behave in the same way as prior to v11.34. That is, each invoice that is selected on the Agency Portal > Billing > Manage Delivery > Delivery screen that is subject to the invoice details will be emailed separately to the delivery contact(s).
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To understand the affect the delivery grouping option has on how invoices are delivered via email, consider a scenario where the debtor invoice delivery details are configured as shown in the table below:
Debtor | Invoice Details for Billing Company | Delivery Method | Delivery Grouping Option | Delivery Contacts |
OZ Wide Constructions | FastTrack Recruitment Services | Group Contacts | Jo Blogs | |
Default | Group Invoices | Bob Green |
Given the debtor invoice delivery details configuration shown above, consider a situation where the following invoices are selected for delivery on the Agency Portal > Billing > Manage Delivery > Delivery screen:
Invoice No. | Debtor | Billing Company |
1 | OZ Wide Constructions | FastTrack Recruitment Services |
2 | OZ Wide Constructions | FastTrack Recruitment Services |
3 | OZ Wide Constructions | FastTrack National Recruiting |
4 | OZ Wide Constructions | FastTrack Recruitment Services |
5 | OZ Wide Constructions | FastTrack National Recruiting |
6 | OZ Wide Constructions | FastTrack Industrial Recruiting |
In this scenario, the following will occur when the user delivers the invoices that are identified above to the debtor:
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