Setting the Delivered Flag Manually

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. 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 the flagging of the selected invoices/credit notes as Delivered.
3.	To continue to set the Delivered flag on the selected invoices/credit notes, click Yes. The confirmation message closes and the Delivered* flag is set on the selected invoices/credit notes.*