RB User Guide > Billing > COD Invoices

Working with COD invoices

Send COD invoices to clients via email, RB Connect, or traditional methods. And when you receive a payment for a COD invoice, remove the COD flag, post the invoice, and apply the payment.

1. Find invoice

   1. Billing > COD Invoices

      TIP: Flag invoices as COD in Turn In

      Invoices are designated as COD in the New Invoice/Edit Invoice panel in Turn In. (See Adding billing information to invoices.)

   2. In the Search By pane, click to see all outstanding COD invoices or use the search filters to restrict results before clicking :

      • Invoice No.

        Number of the invoice for which you received payment.

      • Invoice Date From/Invoice Date To

        Date or date range of COD invoices for which you received payment. Change date range, if desired, for example if you want to purge old COD invoices.

      • Case

        Case related to the COD invoice. See Looking up cases.

      • Bill To Firm

        Firm responsible for the COD invoice. See Looking up firms.

      • Job No.

        Job number related to the COD invoice.

      • Business Units

        Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to COD invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

2. Manage invoice

   RB displays all invoices that fit the search criteria. To:

   • Preview and send COD invoice

     1. Click hyperlinked Invoice No.
     2. In the View Invoice window, click Preview Invoice.
     3. In the Preview Invoice window, check that the invoice is correct, then:
        • To send the invoice via email, click Send. See Emailing from RB.
        • To publish the COD invoice on RB Connect and allow the client to pay online, see Publishing COD invoices.
        • To export/print the invoice to send via traditional delivery methods or archive, see Printing invoices, statements & reports.

        NOTE: COD invoice numbers end in asterisks

        To easily differentiate a COD invoice from posted invoices, 3 asterisks (***) are added to the end of COD invoice numbers in the Preview Invoice window.

        TIP: Does the invoice say COD?

        If the payment terms on the invoice do not say COD or “Cash on Delivery,” look up the firm being billed and change its payment terms to COD. See Entering additional firm information.

   • Remove COD status and post invoice

     1. Click hyperlinked Invoice No.
     2. In the View Invoice window, click Edit.
     3. Click to select No in the COD slider in Edit Invoice window’s General pane.
     4. Click Save > Save & Post. RB removes the invoice from the COD Invoices list and posts it.
     5. To apply the payment, see Entering payments.

Reference

• RB Connect
• Date Navigator
• Lookup panel
• Business Units

Step-by-step instructions

• Adding billing information to invoices
• Purging COD invoices
• Looking up cases
• Looking up firms
• Emailing from RB
• Publishing COD invoices
• Printing invoices, statements & reports
• Entering additional firm information
• Entering payments