Invoice inserts are included with your customers' invoices. Your company coordinates the contents of the inserts with your print vendor. When Insert1, Insert2, or Insert3 is included in the billing information IDI sends the vendor, the appropriate insert is included.
If any part of a bill period falls between the Start Date and End Date of the insert, the insert is included with the invoice(s) of the associated bill period(s).
Note
Invoice inserts selected on the customer account override inserts selected for the Invoice Format in Administration Console.
Viewing Account Invoice Inserts
To view a customer's history of invoice inserts:
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Open the customer record.
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From the customer menu, select View > Invoice Inserts. This opens the Invoice Inserts window.
Adding or Editing an Invoice Insert
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To add a new insert, right-click in the table and select New.
To edit an existing insert, right-click on the insert and select Edit.
This displays the Add/Edit Invoice Insert window.
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Enter start and end dates.
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Select the appropriate Insert from the drop-down.
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Click Save.
Deleting an Invoice Insert
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In the Invoice Inserts window, right-click the insert you want to remove and select Delete. This displays a confirmation message.
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Click Yes to delete the record.
See also:
Invoice Formats are configured in the Administration Console. Refer to Admin Console Help.