Overview
This page explains the purpose of the vanity information fields that users can collect regarding an invoice prior to its approval. The vanity information is most frequently utilised by providers who are either integrating Emersion with another billing platform, or migrating to Emersion from a legacy billing platform. In many cases, there is a requirement to store key invoice identifiers in Emersion's platform and use these IDs to find invoices in Emersion, or present information to the client.
Vanity Information Fields
Where the vanity information is displayed, screens may show both the field name and the field label or the label only.
| Field name in System | Field Label on Cumulus |
|---|---|
| Upload source reference ID | Original invoice ID |
| Vanity Identifier | Invoice reference |
The table below contains a list of all the locations where:
- users can search on the fields
- the data will be shown in columns
| Interface | Location | Note |
|---|---|---|
| Cumulus | Customer > Invoice List | The user will need to click Show Detail to see the Original Invoice ID and Invoice Reference columns |
| Cumulus | Customer > Transactions List (Simple View) | |
| Cumulus | Customer > Transactions List (Complex View) | |
| Cumulus | Finance > Accounts Receivable > Invoice List | The user will need to click Show Detail to see the Original Invoice ID and Invoice Reference columns |
| Cumulus | Finance > Accounts Receivable > Transactions List (Simple View) | |
Cumulus | Finance > Accounts Receivable > Transactions List (Complex View) | |
| End User Portal | View Invoices | |
| End User Portal | View Transactions |
If none of the invoices for the end user have an Original Invoice ID or Vanity Identifier specified, these search filters and columns will not appear. This dynamic column adjusting is limited to the End User Portal.
Edit Vanity Information on an Invoice
To do this;
Go to the Manage Invoice page of an invoice that is in a Pending state. Users can navigate to this page via Finance > Accounts Receivable > Invoice List or via the Customer > Invoices list.
Click the Manage Invoice link to open the invoice.
Click the Edit Vanity Information button on the right hand side of the page.
Users will be presented with a lightbox that will give users the ability to configure a number of fields.
Users can enter:
- an upload source
- an original invoice ID that can then be used to search for this invoice by its original identifier.
- an invoice reference that is stored as a vanity identifier. This field can also be be used to search for this invoice.
Press Submit to save the changes.