Before you can upload your invoices to your billing service, you must identify the FTP site to the system. Your billing services gives you all of the information you need to complete this window.
To identify FTP access settings for invoices:
From the Orders > Printing menu, select Print Invoices to display the Print Invoices window.
Enter the invoice information. Be sure that the Send via FTP field is set to Yes.
Click the FTP Info tab to switch from the message block to the FTP information.
Note: This window does not share information with the Print Statements screen. You can enter completely different information, if needed.
Complete the following fields with the information your billing services provides to you:
FTP Address - The IP address for the FTP site.
User ID - The log in name required to gain access to the FTP site. This is usually your company name.
Password - The password required to gain access to the FTP site.
Root Directory - The directory on the FTP site in which the statements or invoices will reside, preceded by a forward slash (/). This is usually the same as your user ID.
See Also:
Setup Requirements for the Third-Party Billing Interface