Authorise a Released Invoice

Use this activity to authorise a released invoice, to indicate that the invoice is now ready to be transmitted or marked as sent.

This activity can only be performed on an invoice with an Invoice Status of Released.

Activity Steps

1. Proceed to update a released state invoice, and during this action, include the following steps.
2. Click Authorise.

   The Send Invoice dialog box displays.

   Where the AUTO_DISTRIBUTE_INVOICES application preference is checked, then the Email and Print check boxes default to checked.

3. To email the invoice documents, check Email, enter Email To and an optional Email CC.

   Email To defaults to the email address of the contact code on the invoice.

4. To print the invoice documents, check Print, enter Printer and Number Of Copies.

   If the INVOICE_DEFAULT_DEVICE application preference is defined and contains a Device Code, and no default device is attached to the report template in use, when entering distribution details for an invoice or credit note, then the printer defaults to this device.

   If the INVOICE_COPIES application preference is defined, when entering distribution details for an invoice, then the number of copies for printing defaults to this number.

   Click OK.The invoice is updated to have an Invoice Status of Authorised.

   The invoice document is distributed, as required. However, where the Email is selected but there is no Email To or Email CC supplied and the EMAIL_BCC application preference is not defined or does not contain a valid email address, then no error is raised and no batch queue email job is created, and where the Print is selected but there is no Printer or Number of Copies specified, then no error is raised and no batch queue print job is created.