Delivery Options
Company administrators can opt in receive invoices and statements electronically (paperless). This option can be set for both document types, or each individual document type. If the company has multiple customer numbers, each one can be set independent from one another.
NOTE: Unchecked items will continues to receive physical copies.
See also
| 1 |
Hover over Company on the dashboard menu and select Delivery Options:
The companies delivery options page is displayed. |
| 2 |
Select Invoices or Statements (or both) for each customer number to opt in to go paperless:
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| 3 |
Click I Consent:
All changes are saved. |
| 4 |
To opt everything in, or all invoice, or all statements, select the option at the top of the page:
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Click I Consent at the bottom of the page to save changes.