To define invoice and statement sending parameters:When you set up a customer whose invoices will be sent to Billtrust, you need to make sure to include instructions for how to process those invoices. System defaults are set up in the Default Settings For Batch Invoices And Statements control maintenance record. However, you can override those defaults for specific customers, as needed, using the Customer Pricing/Printing screen.
To define invoice and statement sending parameters:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer's name.
Use the Pricing hot key to display the Customer Pricing/Printing screen.
Complete the following fields:
Note: Do not complete the Invoice Print Style field. Billtrust will format your invoices.
Invoice Print Copies – Enter a number between 1 and 9 to identify the number of copies of each invoice to have Billtrust print, fax, or e-mail.
Invoice Fax Copies – Enter 1 or 2 to identify the number of copies of each invoice to fax to the customer.
The customer record must include a contact name of either INV.FAX, with a corresponding fax phone number (if the recipient has a special fax number for invoices), or FAX, with a corresponding fax phone number for a main fax machine.
Batch Statement – Enter 1 or 2 to identify the number of copies of each statement to send to the customer, or enter F to fax one copy of the statement.
If you enter F, the customer record must include a contact name of either STMT.FAX, with a fax number, if the customer has a special fax number for statements, or FAX, with a fax number for a main fax machine.
Invoice Select Code – Enter the user-defined code that identifies how often to send invoices to the customer. For example, a code of WK might indicate that this customer's invoices are sent at the end of each week.
Customer Statement Cycle – Enter the user-defined code that identifies how often to send statements to the customer. For example, a code of EOM might indicate that this customer's statements are sent at the end of each month.
Disable FTP Billing – Enter N. This is the default.
If set to Y, invoices will not be transmitted to Billtrust. Instead, they are processed normally (printed, faxed, or e-mailed).
Press Esc to save the information and exit the screen.
See Also:
Setup Requirements for the Eclipse Interface for Use with Billtrust