How do I set invoicing requirements per customer

You’ll be able to choose whether customers you’re in a Preferred Supplier Relationship with are able to use either your Standard Rate Card or Custom Rate Card.

You can do this either when you accept a Preferred Supplier Request, or later when editing the Preferred Supplier Relationship.

Accepting a Preferred Supplier Request

Follow the workflow to accept a Preferred Supplier Request, and you’ll be prompted to select whether that customer uses either automated invoicing or manual invoicing.

• If you're unsure which to chose, refer to our article on What's the difference between automated invoicing and manual invoicing?

Editing a Preferred Supplier Request

• Click the Customers button on the left menu
• Find the relevant Customer from the list of Preferred Supplier Relationship customers
• Click the name of the customer your want to amend rates for
• Follow the prompts to change the Invoicing setting to either either automated invoicing or manual invoicing.
• You can also provide or edit a reference for that customer, to appear on their invoices