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If you are delivering items and goods to your customer, keeping track of Delivery Receipts is paramount in the Accounts Receivable process. When a customer calls to ask about what was delivered or in some cases what was not delivered, having a digitally stored signed copy allows you to quickly respond to those requests.
Adding the Workflow
Adding the workflow to GlobalCapture is easy using This workflow can be downloaded directly from Square 9’s Cloud Solution Delivery Network. Click here to learn how to download Square 9’s pre-built workflows.
Modifying the Workflow For Your Environment
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Your workflow is built for the Square 9 Business Essentials platform and your documents should be released to the “Accounts Payable” Receivable” archive.
Process Overview
Adding the workflow to GlobalCapture is easy using Square 9’s Solution Delivery Network.
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This workflow is predefined to release to the Square 9 Business Essentials Accounts Payable Receivable archive. Anything processed through this workflow will be tagged as a “Delivery Confirmation” Receipt” and indexed with the following fields:
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