Invoicing - Invoice Types

Invoicing - Invoice Types

To open the SecureShare portal and deliver responsive documents, you'll need to make a selection from the Invoice Type pick list (note that "No Invoice" is an option):
  1. To deliver documents without collecting payment, select "No Invoice / No Cost Recovery" as the type and no invoice or paywall is presented. 
  1. To present an invoice and activate the paywall, select one of options 1-3 below.  If you select option 1 or 2 below, Safari generates the invoice, presents it to the issuer, and activates the paywall.  If you select option 3, the difference is that you'll upload an invoice created outside of Safari to the Financial folder--but Safari still presents the invoice to the issuer and activates the paywall.

Invoice Types - Options to Present Invoices

When opening the delivery portal, you'll select from the Invoice Type pick list:
    1. Preconfigured invoice - These selections are configurable by your company's Safari Owners or Admins (for more information see Setup - Invoices).  If you select a preconfigured invoice, Safari auto-generates the invoice and saves it in the Financial folder.  The amount of the invoice (less any prepayment) is collected from the issuer at the SecureShare paywall.   
    2. Custom Invoice - If you select a custom invoice, you'll be prompted to enter a line item and fee amount.  Safari auto-generates the invoice based on those details and saves it in the Financial folder. The amount of the invoice (less any prepayment) is collected from the issuer at the SecureShare paywall.
    3. Uploaded Invoice - You can create an invoice outside of Safari (e.g., a PDF) and upload it into the Financial folder.  The amount of the invoice (less any prepayment) is automatically collected from the issuer at the SecureShare paywall.
    4. Manually Sent Invoice - In some circumstances, you may choose to collect payment outside of Safari.  E.g., some companies invoice law enforcement agencies monthly rather than per-subpoena.  In these situations, select Manually Send Invoice and send the invoice outside of Safari.  You can upload the invoice to the Financial folder for your records, but it won't be presented to the Issuer and the paywall won't be activated.
    5. No Invoice / No Cost Recovery.  This is the no-invoice option when you are not charging for your response.

Financial Folder

The Financial folder contains the invoice that will be presented to the Issuer.  If you select a Safari-generated Invoice Type (see above), you can preview the invoice in the Financial folder.  If you're manually uploading an invoice, upload it to the Financial folder.  Documents in the Financial folder are presented to the Issuer as part of the paywall.  To see what invoice presentment looks like to the Issuer, see SecureShare - Issuer Experience.

Previewing a Safari-Generated Invoice before Sending

To preview a Safari-generated invoice, make a selection and click SAVE. 
1. Select a Safari-Generated invoice from the Invoice Type pick list
Note:  if you're in the Delivery Setup phase, do NOT check “Delivery Setup Complete” -- that selection opens the portal
3. Click SAVE  in the upper left corner
4. Go to the “Financial” folder and click on the invoice (note: the FINANCIALS link in Step 3 of Delivery Setup also opens the folder)
Is there a question we haven't answered?  Please send it to us at support@safarilaw.com.

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