When you set up a customer whose invoices are sent to a third-party
billing service, you need to make sure to include instructions for how
to process those invoices. System defaults are set up in the
To define invoice and statement sending parameters:
From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer field, enter the customer's name.
From the Pricing menu, select Customer Pricing and Printing to display the Customer Pricing/Printing screen.
Select the Printing tab and complete the following fields:
Note: Do not complete the Invoice Print Style field. The billing service formats your invoices.
Area | Field | Description |
Invoices | 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. |
Invoice Print Copies | Enter a number between 1 and 9 to identify the number of copies of each invoice to have your billing service 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. | |
Statements | 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. |
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. |
From the Additional tab, deselect the Disable FTP Billing check box. This is the default.
If set to Y, invoices are transmitted to the billing service. Instead, they are processed normally (printed, faxed, or e-mailed).
Save the information and exit the window.
See Also: