Difference between revisions of "Invoice: Override Payee On Invoice (Mortgagee Invoices)"
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The client name and address will display on a printed or emailed invoice. If the invoice will be paid by someone other than the client, such as the mortgagee, the payee on the invoice can be modified using the override payee feature. | The client name and address will display on a printed or emailed invoice. If the invoice will be paid by someone other than the client, such as the mortgagee, the payee on the invoice can be modified using the override payee feature. | ||
| − | === Before | + | === Before You Begin === |
Access to edit an invoice requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> View and Edit]] access. | Access to edit an invoice requires the current operator to have [[Security System|Security System: AR -> Policy Transaction -> View and Edit]] access. | ||
[[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information. | [[File:Ic_info_black_24dp.png]] See: [[Security System]] for more information. | ||
| − | === Override the | + | === Override the Payee on an Agency Bill Invoice === |
| + | [[File:Invoice-override-find.png|thumb|right|350px|Client Tab - Open an invoice]] | ||
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]]. | #[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]]. | ||
#Select the '''Accounting''' tab. | #Select the '''Accounting''' tab. | ||
Latest revision as of 17:03, 31 August 2018
 Newton User Guide: Accounting - Invoice/Billing |
 Required Software Version: Spring 2017 |
 Legacy Instructions Available: Click Here |
| Related Pages |
| Related Categories |
The client name and address will display on a printed or emailed invoice. If the invoice will be paid by someone other than the client, such as the mortgagee, the payee on the invoice can be modified using the override payee feature.
Before You Begin
Access to edit an invoice requires the current operator to have Security System: AR -> Policy Transaction -> View and Edit access.
See: Security System for more information.
Override the Payee on an Agency Bill Invoice
- Load a Client on a client tab.
- Select the Accounting tab.
- Double-Click the invoice line to expand the details.
- Left-Click the first invoice line to open the invoice in Policy & Billing. (Invoices can also be opened from the Invoices tab, the Policy Dashboard or directly from Policy & Billing.)
- Select Invoice Payee -> Set Override.
- Select the payee name and address from the existing profiles or enter the override text. Select OK.
- Policy & Billing will display the saved override text. This text will replace the default client information when the invoice is printed or emailed. The override details are also displayed within the Policy Dashboard.
- Select Print or Email to generate the final invoice. (Example: Invoice-overide.pdf)
- Select Exit to close Policy & Billing.
See: Policy & Billing and Invoice: Create An Invoice for more information.
