You must specify this information in Horizon before you can generate an invoice:
• | Amount Threshold. This sets the monetary amount borrowers must accrue before Horizon processes and compiles an invoice. |
• | Applicable BTYPEs. This defines the BTYPEs that can receive the invoice. |
• | Applicable Fee Blocks. This defines the fee blocks for which the invoice is used. |
Before you begin, make sure that you edit each BTYPE to which you want to send invoices so that its Fee Notice Type is “Numbered invoice.” (For instructions, see Setting Up or Editing a BTYPE.)
To specify borrower invoice criteria
1 | Open the borrower_invoice_criteria view in the Table Editor. |
2 | Choose the invoice criteria that you want to change, or create a new invoice criteria. |
Horizon displays the Edit Borrower Invoice Criteria window:
3 | Complete or update these fields: |
4 | Save your changes. |
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