Overview
Customer Invoice Batch Email
Click the Generate & Preview button to view a set of invoices for one customer before sending them to the customer. A .CSV file is generated and attached to the email if the customer is configured with the “PDF with CSV” option.
To batch process a list of Customer Invoices, select the invoices and click the Generate & Send button. Note that you can select any invoices, crossing billing contact/customer boundaries.
It is possible to select any invoices across billing contact and customer boundaries.
This button initiates a background process that generates and emails the invoices to the appropriate parties. Invoices that generate an error have the Invoice Status field set to On Hold. The Invoice Status Comments field contains the detailed error message. The same list of errors are also emailed to the user.
For successful invoice sends, the following happens:
The Invoice Status field that was Pending or Approved is set to Invoiced.
The Date Sent is set to “now.”
The Invoice Status Comments field is set to blank.
The POD Required field is populated automatically upon record creation from the Load’s Bill To Transportation Profile.