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Add Additional Customed Preferences for 'Invoice Delivery Preferences' and Make it a Mandatory Field

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Add Additional Customed Preferences for 'Invoice Delivery Preferences' and Make it a Mandatory Field

The current 'Invoice Delivery Preferences' to choose from are:

  • Email
  • Print
  • (Blank)

Below are my proposed changes: 

 

1. Add a customed 'Invoice Delivery Preference' such as 'Upload'

    Use case: In some cases, we upload invoices into portals instead of emailing or printing the invoice. We'd like to easily distinguish which ones are being uploaded. 

 

2. Change the settings to make 'Invoice Delivery Preferences' a mandatory field

   Use case: We have accounts being set up with Invoice Delivery Preferences = (blank), which means neither print or email. Therefore, these accounts are not being emailed or printed when there should be at least one delivery preference.