Order Options - Invoice Delivery


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.

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

  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.



Watch Adding a New Invoice Delivery



Editing an 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.

  3.      Hover mouse over the name of Invoice Delivery type to be edited. A pencil icon will appear

           on the right-hand side of the name. Select the pencil icon. A modal Edit Invoice Delivery

           window will open.

  4.      Make required changes.

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

           has been saved.



Watch Editing an Invoice Delivery



Deleting an 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.

  3.      Select entries under Invoice Delivery to be deleted by checking boxes on the left-hand

           side. All entries can be deleted by checking box to left of {New} under Invoice Delivery.

  4.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  5.      Select {OK} to delete selected items. A results window will pop-up to indicate

           the selected invoice delivery types have been deleted.



Watch Deleting an Invoice Delivery