Update Invoice Remittance Text
Administrators can update the address and messaging included on the remittance portion of an invoice.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Entities.
Select a list view—like All Active Entities—and click Go!
- Click Edit next to the entity you want to modify.
- Update remittance detail:
- Update the remittance address information as needed.
- If you want to prevent the invoice remittance from printing on an invoice, deselect Remittance Enabled.
- If you want to change the messaging included on the invoice remittance, update the Remittance Text.
- Click Save.