Multiple Invoice Inboxes
Communities now have the option of creating multiple invoice inboxes and can set one of the inboxes as the default.
To manage or create multiple invoice inboxes, users with the Community Administrator role can go to the Administration module > select Modules > select Invoices and go to the Inbox tab. To create a new inbox, select the Create New Inbox button.
Invoice inboxes can be set to visible for all users with the Create Invoices role, or specific users with that role.
| 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, select the three vertical dots to the right of the invoice line and select Move To Inbox.
Adding Users to an Inbox
To add or remove users from an inbox, you can press Actions and then Edit next to the Inbox. Next, in the Pop-up, you can be set the inbox as either 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 > click on Modules > then Invoices > go to the tab for Inbox > click Actions on the right side of the inbox and click delete > you will need to select a Replacement Inbox and press 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.)