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How can I set up my invoices to be sent per delivery location?

You can configure invoices to be sent to different email addresses based on the client's delivery location. This is useful when invoices for different sites need to be sent to separate recipients.

Before you start

Make sure the client's delivery locations are set up with the appropriate email addresses.

Step 1: Enable invoice Generation Settings

  1. Click Profiles → Clients and select the required client name.
  2. In the Obligations tab of the Client Payroll screen, enable the following options:
    • Separate Invoice Per Delivery Location
    • Show Invoice Billing Details Per Delivery Location
  3. Click Confirm Finance Changes.
Client Payroll-1
 
 

Step 2: Setup delivery location email addresses

  • Open the Profile tab.
  • Click Load Client Tree Details and select the required Delivery Location. The Invoice tab opens. 

    Client Payroll - delivery location
  • In the Invoice tab, provide the Email ID for the Delivery Location. You can provide multiple Email IDs with a semicolon (;).
  • Click Confirm Invoice Changes.
  • Repeat these steps to set up Email IDs for all required Delivery Locations.

    Client Payroll - delivery location 2

These settings ensure that invoices are separated and the billing details are shown for each delivery location. 

Once the Delivery Locations and Email IDs are configured, invoices are sent to the email address associated with the relevant Delivery Location.