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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 selected.

Click .

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that are to be manually flagged as Delivered and click Set Delivered Flag.

Info

The Set Delivered Flag button is enabled only if all of the invoices/credit notes that you have ticked have a preferred delivery method of EDI or No Send.

If you have ticked an invoice/credit note that has a preferred delivery method other than those two methods, you will need to un-tick that invoice/credit note before proceeding to attempt to flag the remaining invoices/credit notes as Delivered.

To determine the preferred delivery method of any invoice/credit note in the results list, refer to the Delivery Method column in the list.

A confirmation message opens, prompting you to confirm that you want to flag the flagging of the selected invoices/credit notes as having been delivered Delivered.

3.

To confirm flagging continue to set the Delivered flag on the selected invoices/credit notes as having been delivered, click Yes.

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The confirmation message closes and the Delivered flag is set on the selected invoices/credit notes.

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