Communities have the option of creating multiple invoice inboxes and can set one of the inboxes as default, by users with the Community Administrator role.
Update Multiple Invoice Inboxes
To update multiple invoice inboxes, go to the Administration module > select Modules > click Invoices > select Inbox tab > click Actions associated with the desired inbox > select Edit or Delete.
Create A New Invoice Inbox
To create a new inbox, go to the Administration module > select Modules > click Invoices > select Inbox tab > select Create New Inbox > insert the required information marked with a red asterisk > choose which users should be able to access the Inbox Queue. Once completed, select Add. If you would like to add new invoice inboxes, click Add More.
| Note: If the community chooses "Specific Users", manual updates will be needed if access changes. If the community selects for all users to see the inbox, any new users with the Create Invoices role will gain access to that specific inbox. |
If the community has two or more inboxes, a user with access to two or more inboxes will be able to select from a drop-down menu.
Moving Invoices between Inboxes
To move invoices between inboxes, go to the Administration module > select Modules > click Invoices > select Inbox tab > click the three vertical dots to the right of the invoice line > select Move To Inbox.
Add/Remove Users to an Inbox
To add or remove users from an inbox, go to the Administration module > select Modules > click Invoices > select Inbox tab > click Actions associated with the desired inbox > select Edit. A pop-up box will appear, to set the inbox as visible for all users with the Create Invoices role, or visible for specific users with that role and enter their names into the Users box.
Deleting an Inbox
If you have more than one inbox setup you will have the option to delete an inbox. If your community only has one inbox set up, you will not be able to delete it. A community Administrator can do this by taking the following steps:
Go to Administration module > click Modules > select Invoices > click Inbox tab > select Actions on the right side of the desired inbox > click Delete > select a Replacement Inbox > click OK.
When deleting, you select a ‘replacement inbox’. Any items will be moved to that replacement inbox. (If there are 200+ items to move you will get an error, and you will need to move those via the Inbox menu first before deleting.)