Overview:
Job Special Handling Instructions provide the billing clerk additional information on how to handle an accounts receivable invoice prior to, during, or after sending the invoice to the customer. Special Handling Instructions are meant for internal use only and do not print on accounts receivable invoices. The Assign Job Special Handling Instructions window allows you to assign these handling instructions at the Job level.
Benefits:
- Provides a way to communicate special handling requirements on AR Invoices
- Ability to set this up once at a job level and see the information on each invoice for that job
- Reduces the risk of forgetting to perform job special handling instructions
Roles:
- Accounting/Accounts Receivable Manager
Location:
- Billing & Accounts Receivable > Setup > Special Handling Instructions > Assign Job Special Handling Instructions
Video: