PENTA Learning Center is an evolving tool. Additional content is added as soon as it is available.

Define Special Handling Instructions

Owned by Kyle Niekamp
Last updated: 06 23, 2022 by Claire Aleman

Overview:

Special Handling Instructions provide the billing clerk additional information on how to handle 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

Location:

  • Billing & Accounts Receivable > Setup > Special Handling Instructions > Define Special Handling Instructions

Video:

Have feedback? Copy URL for this page and click here: https://www.surveymonkey.com/r/SBZKYY7

Confidential Proprietary Information - For Penta Customer Use Only
Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.