Overview:
Special Handling Instructions provide the billing clerk additional information on how to handle an accounts receivable invoices during the billing process. This window allows you to define a list of special handling instructions that can be optionally assigned to specific customers , or specific jobs. Special Handling Instructions are meant for internal use only , and do not print on accounts receivable invoices.
Benefits:
- Provides a way to communicate special handling requirements on AR Invoices
- Can be assigned at a customer or job level
- Reduces the risk of forgetting to perform job special handling instructions
Roles:
- Accounting/Accounts Receivable Manager
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