Rendition Billing is a module in the Vector system that attaches delivery documents, like Bills of Lading or Proof of Deliveries, against Invoices to then send to your customers. Delivery documents are collected through Vector's mobile app or Imaging module. The process of collecting delivery documents all the way through invoicing your customers is what we call "Delivery-to-Cash", illustrated here:
Each customer you invoice needs their own settings configured to dictate how they will be invoiced by the Vector system. These customer preferences need to be set-up on a per customer-basis, before you start sending out invoices. Follow the steps below to learn how to set a customer's preferences:
1. Navigate to the Customers tab.
2. Click into the customer profile that you want to set preferences for.
3. Under the Details tab within the customer profile, first fill out the accounting email. This is the email the invoices will be sent to if your delivery method is Email. Note: you can add more than one email address.
Second, indicate this customer's invoice preference (EDI, Email or Mail).
Lastly, indicate which related delivery document types need to be attached to this customer's invoices.
Any documents you list under Required Documents must ALL be in the system and related to a specific invoice number for the invoice to be marked as "Ready to Bill". Optional Documents will collate with an invoice only if it exists within Vector's system. Missing optional documents will not, however, prevent an Invoice packet from being marked as "Ready to Bill".
If you elect to send invoices to a customer via email, by default the email they receive will contain the templatized text, as you indicate here.
However, you have the ability to override the default email text and customize it on a per-customer basis. If you want to set a specific email template for a customer, follow the steps below:
1. With the chosen customer's still selected, scroll all the way down Details tab to the "Invoice Customizations" section. Underneath, check Override Firm Defaults.
2. Once checked, you will be able to edit the email settings. Make sure to hit SAVE after any changes have been made in order for them to take effect.