Managing the Customer's Preferred Delivery Method
In invoice views, the Invoicing Preference column indicates the customer's preferred invoice delivery method.
The email icon indicates that invoices should primarily be sent by email. Email is considered the preferred delivery method when an invoicing email address has been defined for the client or payer, no e-invoicing details have been specified, and consolidated invoicing has not been set as the preferred delivery method.
The e-invoice icon indicates that invoices should be sent as e-invoices because e-invoicing details have been defined for the customer.
The summary invoice icon indicates that the customer prefers to receive invoices as summary invoices.
Invoice Sending and Printing Functions
Invoice functions are available both in the Invoices folder under Financial Administration and in the Invoices folder of an individual matter.
All invoice delivery functions are grouped under the Send button. You can choose to send an invoice as an e-invoice, as an email attachment, or by post. The Send by Post function prints the invoice as a paper copy.
All sending functions change an invoice with the status Open or Printed to Sent and save the sending date to the invoice.
The Print button allows you to print an invoice to a printer or to a PDF file.
The Print function changes an invoice with the status Open to Printed and saves the printing date to the invoice. If the invoice status is Sent, the print function saves the printing date to the invoice. The printing date is not shown in the invoice window by default, but it can be made visible in CSI Lawyer and CSI Professional.
If you are sending an invoice related to a legal expenses insurance case to an insurance company, the Insurance Company button provides sending and printing options as well as an invoice preview function.
The same functions are also available under the Payment Reminder and With Original Sum buttons on the ribbon.
The Original Amounts option sends or prints the invoice without showing any payments or credits that have already been allocated to it. This function does not affect the invoice status.
A PDF copy of the invoice is always created and saved as an invoice note whenever the invoice is sent or printed.
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