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Description

From the 11.37 this release on, Debtor invoice delivery details can now be configured so that, for email delivery, multiple delivery contacts will be grouped onto a single email message if an invoice is emailed to multiple delivery contacts, and the email message that delivers the invoice will be addressed to all delivery contacts.

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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 v11this release. 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

Email

Group Contacts

Jo Blogs
John Citizen


Default

Email

Group Invoices

Bob Green
Jenny White

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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