Tagging Invoice Messages into Invoice Doc Templates
Please refer to attachments (Follow "Invoice Consolidated notes" document for instructions)
In the event that you would like to have your Invoice
Documents include a comment specific to the Contract at hand in the Invoice
Documents, there are a few different options that you can take. There is also some additional configuration
that MUST be turned on for these Consolidated Notes to be visible within the
Invoice Document.
Related Articles
Document Templates Training - Video
Please see the attachments for detailed information, recording available from within the Vimeo weblink Two Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Document Templates ...
Comments Not Displaying on Aged Invoice by Contract report
The "Latest Comment" field on the Aged Invoice by Contact was not displaying any information. To populate that field on the Aged Invoice by Contract report, do the following: 1. Go to the Administration menu - Codes and Types - Comment Type 2. At the ...
Scheduled Billing - Invoice Generation and Regeneration
See the attached document for complete information. The attached document will provide an overview of the steps a user, with no security restrictions, will take in order to generate scheduled invoices (billings) within ASPIRE. The concept of a ...
Locating the Printable Invoice Batches in the Global Repository
Please refer to the attachment for more detailed information. This document is aimed toward retrieving the printable documents from Scheduled Billing Invoices batches. The Global Repository is standard functionality, and is the location you will go ...
Using Invoice Groups
See attached document for complete and additional details. ASPIRE offers multiple ways to group invoices for the same customer. This is intended to simplify invoice processing for a customer that has multiple contracts with the finance company. The ...