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