Invoice Delivery - Creating a New Invoice Delivery Option


Overview

An invoice delivery option is a way to identify on orders how the client prefers to receive their invoice.  This can be set at customer level so that it auto populates on each new order and quote.



Creating a New Invoice Delivery Option


Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {Invoice Delivery} on the right-hand side of screen to auto scroll to Invoice

           Delivery section.

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  3.     Select {New} under Invoice Delivery. An Invoice Delivery modal window will open.

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  4.      Enter new invoice delivery type.

  5.      Select {Save}.  A results window will pop-up to indicate the selected invoice delivery type

             has been saved.

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  6.      Select X to close pop up results window.