Dispatch rules

Table 1. Dispatch rules
Document type Available rules
Invoice
  • Account balance (including pending payments) in debt
  • All non-zero value invoices
  • Always
  • Bulk Invoices Only
  • Dispatch debtor item document action
  • Dispatch debtor item document action, remembering disposition
  • Non-zero value bulk invoices
  • Reminder
  • Unpaid
Receipt
  • Always send
  • Bulk Receipts Only
  • Dispatch debtor item document action
  • Dispatch debtor item document action, remembering disposition
  • Unallocated
Recipient created tax invoice
  • Always
  • Bulk only
  • Dispatch debtor item document action
  • Dispatch debtor item document action, remembering disposition
  • Unallocated
Statement
  • Billing period closed
  • Billing period in approval status
  • Billing period in error status
  • Dispatching from account "Dispatch Statement" action
Usage alert
  • Always