VISION ERP – Training Guide

273-Set Customer  Financial Preferences                                                                                                     April  25, 2018

 

Set Financial 

  1. Set Preferences
  2. “Invoice Delivery Code” – how customer wants to receive their bill. Options are to print and mail (in which case a $2.00 fee will apply), by email or both.
  3. “Invoice Method” -  The default is “Month End Invoice”.  For some commercial accounts, the customer prefers to pay by invoice.  For those cases then use “On Demand Invoice”.
  4. The 3rdoption is “Store Print”.
    1. The most common use for this option is C&I customers that need our CSRs to enter the invoices in their portals in order for us to get paid.
    2. Used for the case when customer has multiple accts and 1 address. They may prefer to receive one envelope than multiple mail.
    3. Another application for this option is client as financed their purchase, so they are going to receive the invoice from financial institution, so we do not send ours too.

 

  1.  Save.

Note: “Payment Initiation” is to be used for customers being set up on online payment.  Auto Pay is to be set by customer in Invoice Cloud if customer wants the system to charge them automatically. One Time Pay is used to set up account with Invoice Cloud and customer will chose when and if they want to make a payment thru the online system.

CSR can assist customers in setting up the Auto Pay in Invoice Cloud.