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Assign Customer Special Handling Instructions
- Kyle Niekamp
- Claire Aleman
- Erin Sarosi (Deactivated)
- Steve W. Smith [X] (Unlicensed)
Overview:
Customer 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 Customer Special Handling Instructions window allows you to assign these handling instructions at the customer level.
Benefits:
- Provides a way to communicate special handling requirements on accounts receivable invoices
- Ability to set this up once at a customer level and see the information on each invoice for that customer
- Reduces the risk of forgetting to perform special handling instructions
Roles:
- Accounting/Accounts Receivable Manager
Location:
- Billing & Accounts Receivable > Setup > Special Handling Instructions > Assign Customer Special Handling Instructions
Video:
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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.