A new setting has been introduced to allow staff to enter a payment reference on an Invoice with Cash Before Delivery Debtor Terms. To set this configuration navigate to Invoice Configuration > Prompt for Pay Ref on CBD Terms.
When True, for any Invoice with Cash Before Delivery Debtor Terms, the system will prompt the operator to enter a payment reference if desired on completion or modification of the Invoice.
An Invoice conversation will automatically be added noting the Payment Reference or ‘Skipped’ (The user can skip entering a reference by simply pressing ‘OK’).
Forward Invoices can no longer be created or modified with Cash Before Delivery Terms.
Please note: On modification, the User will only be prompted if a Payment Reference has not already been entered.