Receivable invoice configuration

Auto generate Receivable invoice

Users can enable receivable invoice documents to be automatically generated. This table shows how the auto generate function is enabled for specific actions:

Action	Supported invoice records	Description
Release	Manually created invoices	Open or create a Receivable company and click the Entry tab. In the Transaction Entry Options section, select the Generate IDM Receivable Invoice Upon Release check box. The IDM document is automatically created when the invoice is released.
Interface Invoices	External or interface invoices	Open or create an interface invoice in Receivables and click the Main tab. In the IDM Options section, select the Generate IDM Document check box. The IDM document is automatically created when the Interface Invoices action is run.

Emailing Receivable invoice attachment

When generating receivable invoices, you have the option to create an attachment at the transaction level. Attachments can be in any file format. Comments can be in any format and free text control is available to store your input.

To create a receivable invoice attachment, select Receivable Invoice > Attachment > Create Attachment.

To include the attachment to the email sent to the customer, these values must be specified:

Control	Description
Attachment	Specify the attachment.
Send to Customer	If selected, the attached file is included in the email to be sent to the customer.