Download Invoice
Explanation
Use this activity to download a copy of the B2B customer’s original invoice
as a PDF. This activity is intended for a B2B user acting as a B2B customer.
You can perform this activity from the lobby page Order Management
for Customers and lobby link: Open from Lobby Element: Invoices.
Use command Download Invoice.
Note: Once a B2B customer invoice is printed by the company it will
be distributed to the related B2B users, set up in
B2B User - Customer page
Prerequisites
- In the Customer page, the B2B
option must be enabled for the appropriate customer.
- Only invoices connected to the user’s default customer, set up in
B2B User – Customer page, are presented.
- Only customer invoices connected to the user connected companies, are
presented.
- At least one customer invoice in status Printed, Posted/Auth
or PartiallyPaid/Posted should be existed.
- The invoice needs to contain at least one unpaid installment.
- The Invoice needs to be distributed to the B2B user, i.e. available
for the B2B user in Report Archive
page.
- A document connected to the record in Report
Archive page needs to exist.
System Effects
N/A