Rendition Billing is a module in the Vector system that attaches delivery documents, like Bills of Lading or Proof of Deliveries, against Invoices to then send to your customers. Delivery documents are collected through Vector's mobile app or Imaging module. The process of collecting delivery documents all the way through invoicing your customers is what we call "Delivery-to-Cash", illustrated here:
For customers where you elect to send invoices via email, an email with a templatized email subject, body, and reply-to address is sent. Set up these default settings before you start sending out invoices by following the steps below:
1. On the Vector Web Portal, navigate to the Account & Settings tab.
2. Select Invoicing under the COMPANY grouping.
3. Fill out the fields according to your desired email preferences.
The Reply To Email is the email address any customer replies to the automated invoices will be directed to.
The Email Subject Line is the subject line of the automated invoice emails.
The Body is the text contained and displayed within once the email is opened.
The following dynamic variables are supported in the email subject and body:
- {{InvoiceNumber}} will list the customer's invoice number
- {{OrderNumber}} will list the customer's order number
- {{CustomerName}} will list the customer's name
If Automatic Billing is checked, then, for customers receiving invoices by email, Vector will automatically send the invoice and supporting documentation as long as all customer requirements are met for an invoice.
If Combined Invoice PDFs is checked, then all required and optional documents for each invoice will be merged into a single PDF file.
Below is an example email to a customer:
Note: You also have the ability to override the default email settings and set customized email preferences on a per-customer basis. Configure these email settings within a specific's customer profile by following these steps here.
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