Invoice Delivery Options

This section of the screen contains information for how an invoice is to be sent, and includes the following fields:

• Invoice Delivery Method - This field is used to indicate the current default method for sending invoices for this project.  This value can be changed at any time and will impact future processes.
  Options include:
• • Empty - As this is an optional feature, you can leave this field empty and therefore no default behavior will be identified.
  • E-mail - When selected, the default method for sending invoices for this project will be E-mail.   
  • • The To E-mail will be required when this option is selected.
    • The default e-mail from which an invoice will be sent can be configured via the Default Billing From Email Address (unanet.financials.email.default.billing_from_address) property.  
    • If that property has not been set, the value supplied in the Default From Email Address (unatime.email.default_from_address) property will be used.
    • If neither of those properties have been configured the e-mail will not be sent.
  • Print - When selected, the default method for providing invoices for this project will be Print.  Essentially, this option indicates that the default Invoice Delivery Method will not be E-mail.  The invoice will be generated as a pdf file and available for printing.

  Note that the Invoice Delivery Method can be configured for Lead and Stand-alone projects only.  For Contributor projects, the values will be inherited from their Lead project (visible but grayed out).

• E-mail Message - When the default Invoice Delivery Method has been configured for E-mail, you will need to specify which e-mail template should be used for this project.  E-mail templates for invoice e-mails are configured on the Admin > Setup > Miscellaneous > Email Messages screen.   The templates are used to supply the standard e-mail Subject and Body text.  The invoice itself will be a pdf file attached to the e-mail.  Only those templates of type Invoice Send will be available for selection.
     
• To E-mail - When the Invoice Delivery Method has been configured for E-mail, this field is required and must contain a valid e-mail address.  
• • This field supports the entry of a comma separated list of e-mail addresses.  
  • As values are selected in the Bill To contact field, this field will default to that contact's primary e-mail address (assuming one exists).  

Note: If you have selected a Bill To contact and no associated e-mail address is being defaulted into this field, recall that you may have this same contact defined for many Organizations within the same organization hierarchy and it may be possible that you have not provided a 'primary' e-mail address for one or more of those organization contacts.

• Cc E-mail - When the Invoice Delivery Method has been configured for E-mail, this field can be configured to send a "cc'd" copy of the e-mail.  This field supports the entry of a comma separated list of e-mail addresses.  This field is optional.
• Bcc E-mail -When the Invoice Delivery Method has been configured for E-mail, this field can be configured to send a "bcc'd" copy of the e-mail.  This field supports the entry of a comma separated list of e-mail addresses.  This field is optional.
    
• Receipts
• • Request a Delivery Receipt - When checked, the e-mail will be sent with a Delivery Receipt request.  Whether the receiving e-mail service supports this feature or the end user agrees to send the requested receipt will be dependent on the receiving party.
  • Request a Read Receipt - When checked, the e-mail will be sent with a Read Receipt request.  Whether the receiving e-mail service supports this feature or the end user agrees to send the requested receipt will be dependent on the receiving party.

• Enable Reminder Email - When selected, the Reminder E-Mail Message and Reminder Frequency fields are enabled.

• Reminder E-mail Message - You can choose a reminder email message template that will be used for the invoice reminder emails. This will default to the system default set in Admin > Setup Email Messages.

• Reminder Frequency (Days) - You can set how many days past the customer invoice due date the reminder is sent out. If the invoice continues to have an unpaid balance after the first reminder, subsequent reminders will be automatically sent every X days, where X is the value of this field. The default value comes from the Customer Payment Reminder Email Frequency (unanet.financials.customer_payment.reminder.frequency) property. This field can be a value from 0 to 99. A value of 0 will prevent reminders from being sent out.

Archive Sent Invoice E-mails

If the Default Billing Archive Email Address (unanet.financials.email.default.billi_archive_address) has been configured, all outgoing invoice e-mails will be bcc'd to that e-mail account as well for archival purposes.  If that property has not been configured with a valid email address, then no archive bcc'ing will occur.