Build the Custom Claim by entering the Custom Claim Fields
1. Open an invoice in the Invoice Editor and press Build Custom Claim
2. A window like the one bellow will open and prompt the entry of the custom fields for the claim
When done, press OK
For fields designs special for your organization, please contact your vendor.
3.Select the wanted custom claim template, and press OK. For testing use the CustomerInvoice.CustomFields.xls template
4. Next the custom claim with the merged custom fields will be opened, from where you can print\export or send by email the document.
Permissions to enter Custom Claims
You can control which groups are allowed to enter custom claims from Administration->Permissions