Cash on Delivery (COD) invoices require the Bill To Firm to pay the invoice when presented \u2014 instead of having a grace period before the invoice is due. COD invoices are not included in sales so RB does not allow them to be posted or archived to the central repository. CODs are handled differently than sales to avoid overstating revenue and to minimize the number of voids that would occur<\/strong> to clear uncollectible CODs from your accounts receivable.<\/p>\n You designate an invoice as COD when generating it in Turn In<\/a>. If you have designated a firm as a COD client in the firm\u2019s listing<\/a>, their invoices will automatically be COD unless you turn off the COD designation in their invoices manually.<\/p>\n If after calculating an invoice in Turn In the Post Invoices button is grayed out, the invoice is a COD invoice. Use the COD Invoices function to manage and send these COD invoices.<\/p>\n Because COD invoices are different from regular invoices and cannot be posted until paid, they are not included in Send Invoices or Invoice Inquiry searches. To find COD invoices use the COD Invoices function.<\/p>\n In the COD Invoices main window you can find all COD invoices at once \u2014 or restrict your results to a particular date range, case, Bill To Firm, job number, or selected business unit(s). You can also look up individual COD invoices.<\/p>\n Invoices in the results gird display their information in all of the search categories \u2014 plus invoice amount, when sent, Bill To Contacts and Sold To clients, and job date. You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function RB will revert back to the default order). Export the list as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n From this list you can edit, calculate, preview, email, and print individual COD invoices.<\/p>\n You can use this function in combination with other functions for applying payments, purging invoices, and sharing associated files online:<\/p>\n TL;DR: Because COD invoices are not treated as sales until paid use this function to manage and send COD invoices.<\/strong><\/p>\n Bill To Firm:<\/strong> The firm responsible for paying the invoice for a job.<\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers \u2014 or any entity in your business that you want to track separately.<\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n Sold To Contact\/Firm:<\/strong> Person\/company that ordered the services on the invoice.<\/p>\n","protected":false},"excerpt":{"rendered":"RB handles COD invoices separately<\/h2>\n
Manage COD invoices<\/h2>\n
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RB concepts in this lesson<\/h4>\n