If the community has the Invoicing module enabled, configurations can be updated by going to the Administration module > select Modules > click Invoices.
The Invoice Administration screen will appear. Dependent upon the communities settings, the following tabs will be available: Settings, Inbox and 1099 Reporting.
Settings tab
Matching
Invoice matching settings options can be configured by Community Administrators including:
- Passthrough
- 2-way or 3-way
- Tolerance settings and
- Shipping matching
| Note: For additional information regarding Invoice Matching, please refer to help article Invoice/Shipping Matching Configuration. |
Shipping Matching
Shipping Matching tolerances are all based on the Invoice Subtotal, and nothing is compared to the Purchase Order.
| Note: For additional information regarding Shipping Matching, please refer to help article Invoice/Shipping Matching Configuration. |
General
- Allow Anonymous Access to Invoices - If enabled, Unimarket will generate a public URL for each invoice that can be used to view the invoice from an external system.
- Allow Users to View Their Own Invoices - This allows all users to view invoices linked to orders they have access to.
- Attachment Required - Makes it mandatory for suppliers and community users creating invoices to add at least one attachment.
- Allow Users to Select a Remittance Address - If enabled, it allows users to select a remittance address when entering an invoice/invoicing an order.
- Allow Users to Enter Discounts - If 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.
- Allow Suppliers to Enter Discounts - If 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. |
- Allow Users to enter Receiving Date when accepting Retrofit Release Orders - If enabled, users will be required to enter a specific receiving date for each invoice item. Leave blank if you want to use the automatic receiving date instead.
Approvals
This setting allows Community Administrators to determine whether the first step of invoice approvals routes to the requester(s) or the buyer(s) of the related order.
| Note: For additional information regarding Invoice Approvals, please refer to help article Sending Invoices for Approval. |
Payments
This setting allows Community 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 Community 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).
| 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. |
| Note: For additional information regarding the Auto Close Orders feature, please refer to help article Auto Close Orders. |
Inbox tab
Community Administrators have the option to create a invoice inbox, create multiple inboxes and manage current invoice inboxes, dependent upon the community's configuration.
| Note: For additional information regarding the invoice inbox feature, please refer to help article Invoice Inbox. |
1099 Reporting tab
Community Administrators can view and manage community's 1099 Reporting.
| Note: For additional information regarding the 1099 Reporting, please refer to help article 1099 Reporting. |