Where the preferred delivery method applicable to an invoice or credit note is one of EDI or no send, the distribution of the invoice/credit note to the debtor is not triggered directly from the Portal > Billing application and therefore the system will not prompt you to set the Delivered flag when the invoice or credit note is sent.
Instead, when the EDI or no send delivery method applies to an invoice/credit note, you must set the Delivered flag manually once the invoice/credit note has been distributed.
You can manually set the Delivered flag on multiple invoices/credit notes simultaneously, so long as the preferred delivery method applicable to the invoices/credit notes is EDI or No Send. You can check which preferred delivery method applies to an invoice/credit note by viewing the Delivery Method column in the grid list on the Portal > Billing > Manage Delivery screen.
When you choose to set the Delivered flag, you are confirming that the invoice/credit note is being distributed to the debtor. Once the Delivered flag is set, the system will consider the invoice/credit note to have been distributed to the debtor and it will not be possible to clear the flag. Therefore, take care to only set the Delivered flag if you are confirming the delivery of the invoice/credit note to the debtor.
How to Set the Delivered Flag Manually
To set the Delivered flag manually one or more invoices/credit notes, follow the procedure below.
How to Distribute Invoice/Credit Notes via Ad-hoc Email | |
Using the Portal > Billing > Manage Delivery screen, search for the relevant closed invoices/credit notes. The invoices/credit notes matching your criteria are listed in the results list. | |
2. | In the results list, tick the invoices/credit notes that 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. | |