Advantage Financial supports sending invoices to:
Customers
Third parties
Parent customer (central billing location)
Third party with a customer copy
Parent customer with a customer copy
As part of originally setting up a customer in Advantage Financial, you must first establish the customer and any associated parent customer on the Vendor/Customer table. You can also use the Vendor/Customer table to establish valid third parties to whom bills associated with other customers can be sent. After establishing the customer, parent customers, and valid third parties on the Vendor/Customer table, you then use the Customer Account Options table to specify the valid billing location(s) to which invoices for a customer should be sent by default.
For invoice customers, you can also specify on the Receivable (RE) transaction itself that the invoice associated with a particular receivable should be sent to a destination different from what has been set up as the default destination. However, the specified destination must already have been set up as a valid entry in the Vendor/Customer table. Note that an invoice cannot be sent to both a third party and a parent location.
During the invoice-generation process, the system determines how many versions of an invoice must be printed, and the mailing address for each generated transaction. Customer copies of invoices sent to third parties or parent locations include a message indicating they are copies. Advantage Financial records all copies in the Invoice Print History table with selected destination and mailing addresses.