Difference between revisions of "Bill Presentment (QB)"
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Revision as of 07:39, 7 September 2012
- Bill Presentment is an add-on service. Only merchants with active bill presentment services will be able to view this screen. Contact your merchant service provider to activate the service. If the bill presentment service was activated after registration, you will need to unregsiter and reregister your account to access this tab.
Invoice Configuration
Select the fields you would like to appear in the bill presentment invoice: Quantity, Item Code, Amount, Price Each, Invoice#, Account#, Date, Due Date, Terms, Rep, Ship, VIA, F.O.B., Project, PO Number, Other.
Email Configuration:
Subject: The subject the customer will see when a bill presentment email is sent. Custom Text: Enter the text that will appear when a bill presentment email is sent. Company Logo: Click Load Logo to upload an image that will appear on the invoice when a bill presentment is sent. PDF Preview: Click to view a sample bill presentment invoice.
Statement Configuration
Email Configuration:
Subject: The subject the customer will see when a bill presentment email is sent. Custom Text: Enter the text that will appear when a bill presentment email is sent. Company Logo: Click Load Logo to upload an image that will appear on the statement when a bill presentment is sent. PDF Preview: Click to view a sample bill presentment statement.
