Redistributing Invoice PDF Documents

← Distributing Invoices

Certain business use cases may require (re-)distributing existing PDF documents to a file distribution target, for example, in case the automatic distribution has failed or there is a new file distribution target to be populated. To this end, JustOn Billing & Invoice Management provides the custom button Distribute PDF. You can select records from list views and then use this button to distribute the corresponding PDF files to a (configurable) file distribution target.

Note

Use the redistribution function with caution. JustOn Billing & Invoice Management does not check the selected file distribution target for existing files, so distributing the same files to the same targets produces duplicates, which may consequently have unwanted effects.

To (re-)distribute invoice PDF documents:

Make sure that the PDF redistribution is enabled. For details, see Enabling PDF Redistribution.

1. Navigate to the Invoices list in the invoice run view, or open the Invoices tab and select an appropriate list view.

   The list view Recently Viewed does not display the Distribute PDF button.

2. On the Invoices tab, select the checkboxes next to the invoices you want to redistribute to a file distribution target, or leave all checkboxes unmarked to include all listed invoices.

3. Click to open the action menu, then select Distribute PDF.
4. Select the file distribution target.
5. Optionally, select the option to consider draft folders and draft documents only.

6. Click Continue.

   This starts a job that regenerates the corresponding PDF files and stores them in the selected location.