Setup Requirements for the Eclipse Interface for Use with Billtrust

Following are the control maintenance records used for the Eclipse interface for use with Billtrust, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Valid Invoice Select Codes

• Default Invoice/Statement Sort

• Valid Customer Statement Cycles

• Default Settings For Batch Invoices And Statements

FTP Access

Before you can upload files to Billtrust's FTP site, you must identify the FTP access information. You can have separate addresses for statements and invoices, if needed.

Archive Purge Frequency

You need to identify how often to purge the invoice and statement generation archives.

Invoices and Statements

Define sending parameters for batch invoices and statements at the customer level, as needed.

Customize your invoices and statements to include user-defined data in addition to the standard invoice or statement data, as needed.

See Also:

Eclipse Interface for Use with Billtrust Overview

FTP (File Transfer Protocol) Concepts