Page Comparison

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Setting a customer up for invoicing per order

In the navigation Navigation panel, go to Relationships then Cards.
Search for and select the customer you want to set up.
Click the Settings tab, then click Customer Settings.
In the Invoice Mode field, select Invoice Per Order.
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Click Save.

Note

Delivery Docket method = check with customer (how do they want to receive it? Email or printed for mailing or both)

Invoice Method = check with customer (how do they want to receive it? Email or printed for mailing or both)

If you want the customer to receive it by email,

On the Contacts tab - make sure that one of the contacts are flagged for accounts payable and has an email address
On the settings tab, sub tab Customer Settings - set them to email immediately or email batch or print - just depending on what you want to happen once you have generated your invoices

Workstation setting needs to be set to have layout of ‘tax invoice by shipment’ if customer is set to one invoice per order.

Workstation setting needs to be to have a Delivery Docket layout on all workstation that wish to use any of the two invoice modes

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