In OCS.io, the Delivery Method refers to delivering an Invoice to a customer. This can include methods such as email, postal mail, or self-service portals.
The Delivery Method is configurable in OCS.io. This allows users to define the available options for delivering invoices to customers.
When an Invoice is generated in OCS.io, the configured Delivery Method is passed to the Invoice. It is then up to the implementation of the physical Invoice delivery process to interpret and fulfill the delivery method specified in the Invoice. This physical delivery process is outside the scope of OCS.io, as it may vary depending on each organization’s specific requirements and capabilities.
To configure Delivery Methods, follow these steps:
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Access the Integration Configuration perspective in your system’s user interface.
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Select the .
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Click on the + (New) button to create a new delivery method.
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Fill in the required information in the form:
| Item | Description |
|---|---|
Name |
Enter the name of the Delivery Method. |
Description |
Optionally, enter the description of the Delivery Method. |
Code |
Enter the code of the Delivery Method. This code is used for integrating purposes and may not be changed later. |
