As a licence holder, you can now have an invoice automatically attached to your annual licence renewal email. You can do this by selecting a new check-box labelled "Include Invoice with Renewal Email?" and specifying an additional email address in your client record in SMART.
This email address can be a different email address from your main client email and could be a specific "accounts" email if you so wish.
If you wish to cancel one of the licences specified on the invoice, a Credit Note will be created to reduce the total amount to pay. The Credit Note will be emailed to the same email address that received the invoice. With this system upgrade, licences may now be cancelled even if there is an invoice or fee associated with the licence.
Note - licence holders with a Direct Debit facility will still receive their invoice at the beginning of the month - no additional action is required.
Information on our website on how to create an invoice and other relevant pages will be updated to reflect these changes.
Our Business Service Centre is available to help on 0508 776 463 (0508 RSM INFO) or email info@rsm.govt.nz if required.
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