How to use batch invoicing without emails being sent directly

Preventing Counterparties from Receiving Batch Invoices

cieTrade allows users to control how invoices are delivered to customers and suppliers during batch invoicing workflows. This is especially useful for reverse billing workflows where certain counterparties should still be invoiced operationally, but should not receive emailed invoice documents.

There is currently no dedicated “Do Not Invoice” checkbox. However, users can prevent counterparties from receiving emailed invoices by adjusting the document delivery preference on the counterparty record.

This workflow is commonly used for:

• Reverse billing customers
• Internal counterparties
• Parent/child company structures
• Customers requiring mailed or printed invoices only
• Accounts that should remain operationally invoiced but not emailed automatically

Preventing Invoice Emails During Batch Invoicing

To prevent a counterparty from receiving emailed invoice documents:

1. Navigate to Accounts > Customers or Accounts > Suppliers.
2. Open the desired counterparty account.
3. Locate the document delivery or invoice delivery preference setting.
4. Change the delivery method from Email to:
   • PRINT
   • OR POST only
5. Save the counterparty record.

Once updated:

• The counterparty can still be included in batch invoicing workflows
• Invoices will still generate operationally
• The invoice document will not be emailed automatically