The enrollment file contains information about customers who have requested the eInvoice service, have requested to cancel the eInvoice service, or a combination of both.

1. Click Accounts receivable> Common Forms> eInvoice enrollment and answer .

2. Click Functionsbutton > Import enrollmentoption to open the Load diskette with paymentsform.

3. In the Load diskette with paymentsform, select the method of payment to import the enrollment file and then click OKto open the BBS import eInvoiceform.

4. Select the enrollment file in the File namefield. Click OKto import the file and copy the customer information from the file to the eInvoice enrollment and answer form.

   Note
   Under the Transferfield group, select the Transfercheck box to update the address information for a customer that is received from the eInvoice reference.

5. Validate the customer information to approve or reject the customer enrollment request for the eInvoice service. Select the return status for the enrollment request in the Return statusfield.

6. If the eInvoice reference matches the customer number, click Statusbutton > OK=Yes.

   Note
   If the eInvoice reference does not match the customer number, click Functionsbutton > Customer accountoption to select a customer number.

7. If the customer information is incorrect, select the new status as Rejectedand select an error code in the Error codefield.

8. Click Functionsbutton > Export answerto send the response for the enrollment request.

9. Click Statusbutton > Sent=Yes.

10. Import the confirmation file that is received from BBS for customer enrollment for the eInvoice service. Post the enrollment to start the eInvoice service for the customer. The New statusfield is set to Activestatus.