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PeopleSoft Billing Document Automation Solutions

Automated delivery of single or batch Crystal or SQR-based invoices via print, fax,  and email.  Billing users simply dispatch invoices as usual and the invoice is either printed, faxed or emailed depending on the customer contact and preferred delivery method.  Delivery history and document delivery status is provided for viewing from within PeopleSoft.

The PeopleSoft Billing document delivery solution allows you to:

  • automatically fax, email, and Web deliver invoices, statements, and Dunning Letters.
  • batch or interactively deliver documents.
  • receive notification of failed fax and email deliveries.
  • automatically or interactively attach additional documents to invoices.
  • resend previously delivered invoices and statements.
  • manage delivered documents from within PeopleSoft or user Web interface.
  • view fax and email delivery status and document image from within PeopleSoft or user Web interface.
  • DeliveryWare is integrated with PeopleSoft Billing providing automated fax and email delivery, archiving, and management of invoices and statements.  To learn more, contact Merkur Group for a live Web demonstration of the PeopleSoft Billing functionality. 


    Customer delivery addresses (fax and email) are maintained within the PeopleSoft Contact record.  Contact  roles (i.e. Primary Billing Contact) can be used for default recipients or Billing users can select other vendor contacts for invoice, statement, and Dunning Letter fax and email delivery.



    The delivery method of Fax, Email, or "Merkur " can be selected and  automatically uses the Contact's preferred communication method stored in PeopleSoft.  To send to a different contact, simply select the contact and the delivery address is automatically pulled from  the contact record. 



    Before or after the Invoice is dispatched, the Billing user is able to verify or override the customer delivery address (fax or email address), add additional delivery addresses, see the delivery status of the document, and resend a document to the same or new destination without leaving the PeopleSoft environment.

     

    After being delivered by DeliveryWare, the image of the Invoice is available directly from the associated Invoice screen.  The user can also log onto the DeliveryWare Document Manager to view, resend, and approve Invoice deliveries. 

    CLICK SCREEN IMAGES TO ENLARGE

    Optional Merkur Interface for PeopleSoft 8.8 shown. Also available for PeopleSoft 8.0, 8.4, and 8.9.

     

     

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