Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

EDI Billing

This topic discusses EDI (Electronic Data Interchange) billing in general and provides specifics on how it is accomplished in Costpoint.

The topic discussion is broken down as follows:

  • EDI Setup
  • Creating the EDI Files
  • Transmitting the EDI Files

Within Costpoint, you can print your bills and send the hard copy documents to your customers using the mail system or another delivery method. You can also send your bills to your customers electronically. This electronic method, called EDI, is the computer-to-computer exchange of business information using a public standard. When you use EDI, bills are calculated and modified as usual in Costpoint. You can optionally print hard copies of the bills any time before posting them. Using EDI translation software selected by your company, you can match these files to public standard transaction sets to form EDI envelopes. You then use a computer and modem to send these envelopes, which contain your invoices, to your customers.