Invoice delivery methods

Owned by Peter Drill
Last updated: Jan 20, 2016
1 min read

Overview

The invoice delivery method indicates how a customer prefers to receive invoices. This can be set up on each individual card.

Available Options

NameDescriptionName for Import/Export and Bulk Update Runs
ManualDon't automatically print or email the invoice to the customer.Manual

Email Batch (Automatic)

Automatically email the customer their invoice at the end of the day.EmailBatchAutomatic

Email Batch (Manual)

Mark this customer's invoices to be emailed in the next manually generated invoice email batch.EmailBatchManual

Email Immediately (Background)

Automatically email the customer their invoice in the background when it is generated.EmailImmediatelyBackground

Email Immediately (Prompt)

Prompt the user to email the customer their invoice when it is generated.EmailImmediatelyPrompt

Print Immediately

Automatically print the customer's invoice when it is generated.PrintImmediately

Print Immediately and Email Batch (Automatic)

  • Automatically print the customer's invoice when it is generated.
  • Automatically email the customer their invoice at the end of the day.
PrintImmediatelyandEmailBatchAutomatic

Print Immediately and Email Batch (Manual)

  • Automatically print the customer's invoice when it is generated.
  • Mark this customer's invoices to be emailed in the next manually generated invoice email batch.
PrintImmediatelyandEmailBatchManual

Print Immediately and Email Immediately (Background)

  • Automatically print the customer's invoice when it is generated.
  • Automatically email the customer their invoice in the background when it is generated.
PrintImmediatelyandEmailImmediatelyBackground
Print Immediately and Email Immediately (Prompt)
  • Automatically print the customer's invoice when it is generated.
  • Prompt the user to email the customer their invoice when it is generated.
PrintImmediatelyandEmailImmediatelyPrompt