In the Invoice/Quote module, the True Value Rewards look up window can appear when the start of the invoice, when you start the checkout process, or both.
- On the File menu, click Setup.
- Click the Rewards tab.
- To prompt for a rewards ID when you create a new invoice, in the Rich Rewards pane, click the Rewards # Prompt Beginning of Invoice
- To prompt for a rewards ID when you start the payment process, in the Rich Rewards or pane, click the Rewards # Prompt End of Invoice.
- Click Save, and then click Close.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.
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Printed on: 1/16/21