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Invoice Module Administration

Ngan
  • Updated

If the community has the Invoicing module enabled this can be configured from within the Administration module > Modules > Invoices.

 

Invoice Matching

Invoice matching settings can be configured by the Community Administrator including passthrough, 2-way or 3-way, tolerance settings, and shipping matching options. Details can be found here: 

https://help.unimarket.com/hc/en-us/articles/10489182800143-Invoice-Matching-Configuration 

 

General Settings

  1. Allow Anonymous Access to Invoices - If this feature is enabled, Unimarket will generate a public URL for each invoice that can be used to view the invoice from an external system.
  2. Allow Users to View Their Own Invoices - This allows all users to view invoices linked to orders they have access to.
  3. Attachment Required - Makes it mandatory for suppliers and community users creating invoices to add at least one attachment.
  4. Allow Users to Select a Remittance Address - If this feature is enabled, it allows users to select a remittance address when entering an invoice/invoicing an order. 
  5. Allow Users to Enter Discounts - If this feature is enabled, an optional discount field will be shown on the Enter Invoice and Invoice Order screens. The discount amount will be subtracted from the invoice total.
  6. Allow Suppliers to Enter Discounts - If this feature is enabled, suppliers will be able to submit discounts via cxml invoicing if cxml invoice integration has been set up.
    Note: If Allow Suppliers to Enter Discounts is not enabled and the supplier sends an invoice with a discount, the cxml invoice will be rejected. 

     

Approvals

This setting allows administrators to determine whether the first step of invoice approvals routes to the requester(s) or the buyer(s) of the related order. For more on invoice approvals see Sending Invoices for Approval.

 

Payments

This setting allows administrators to decide if they would like to allow the upload of payment remittance information for invoice numbers that do not exist in the community. 

 

Order Commitments

This setting allows administrators to decide if they would like to set a timeframe in which orders can be automatically closed. If enabled, you will be required to enter your preferred number of days for the Auto Close Time Delay (the default is 30 days). More information on how this works can be found on the Auto Close Orders page. 

 

Note: If the number of days for the Auto Close Time Delay is updated, any orders that were within the previous timeframe would then update to the new timeframe. 

 

 

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