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alternative_invoice_address_-_set_up [2021/04/07 08:27] – created Shelley Hunter | alternative_invoice_address_-_set_up [2021/05/04 08:47] (current) – Scott McMullen | ||
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- | WIP | + | === Alternative Invoice Address |
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+ | To set up Alternative Invoice Address first decide whether this is just to be used as providing alternative addresses for sites or for a portal, or if as an agency you want to distinguish the invoices for the different address e.g. when you trade as several agencies with the same client you might want to apply a Sales Brand to an invoice. \\ \\ | ||
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+ | You need to set the following General Settings: | ||
+ | * Accounts 480 has two options : 1 will use Sales Brand (which allows you to add an analysis code and Invoice Prefix to the alternative address) 2 will use Alternative invoice Address (no prefix or analysis code). | ||
+ | * Terminology 860 enter the name you want to appear in the forms and settings. | ||
+ | * For each division you are going to use alternative invoice addresses for you need to enable it by going to Maintenance – Agency Set Up – Divisions, expand the relevant division and tick Show Alternative Invoice Address: \\ | ||
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+ | You also need to make sure that your sales invoice report file has been updated to include reference to the alternative address so this will be displayed if it exists – please contact IQX support on 01835 340034 for assistance with this. \\ | ||
+ | Then you need to set up your alternative invoice addresses in Maintenance – Accounts Set up (the name of the view will depend on what you set up in the general settings, in the example below it is Alternative Inv Address). \\ | ||
+ | {{: | ||
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+ | Use the Add button to add additional lines. | ||
+ | If an address is no longer to be used then it should be marked as defunct and it will no longer be available for selection on a client or placement record. \\ \\ | ||
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+ | Setting up the client: \\ | ||
+ | Users with access to the Accounts view on the client record will be able to add alternative Invoice Addresses to a client record. \\ | ||
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+ | If nothing is added on this view then all Alternative Invoice Addresses that have been set up will be available on the placements. | ||
+ | If required the address and email address can be amended on this view. \\ \\ | ||
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+ | The Alternative Invoice Addresses will then be available for the user to select on the placement: \\ | ||
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+ | NOTE: if a user has accounts role they will be able to amend the invoice email and invoice address from the placement. |