How To - Change Invoice Delivery Method

Go to the customer account

  1. On the left sidebar, under the Current Account information, under Invoice Delivery select the delivery method hyperlink
  2. Select a method from the drop-down menu.
  3. Save (lower right-hand corner)

Note: Selecting 'None' allows you to review the invoice prior to sending; selecting 'Email' will send the invoice to the email address listed in the Billing Contact information

Change Invoice Delivery Method

  1. Go to customer account, left sidebar, under the Current Account information, select the delivery method hyperlink (i.e. Email)
  2. The window will provide you a chance to change the Delivery Type. Select a method from the drop-down menu.
  3. Save (lower right-hand corner)
  4. efore sending. After reviewing, you can change the delivery to Email and send manually.
Change Invoice Delivery Method
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