Auto-Invoicing

The auto-invoicing feature will automatically create and send invoices based on the rules established on the Invoicing Rules page. These rules are established per product.

1. Click Automation using the left-hand navigation menu.
   
   
   
   
   
2. Click on the Accounting tab to view your accounting automation.
   
   
   
   
3. Click the Manage Rules button found in the Auto-Invoice Email Template section.
   
   
   
   
4. Configure your invoicing rules for each product:
   
   • Product - This is the product that you will be establishing the rules for.
   • Active - This denotes whether or not the product is set to Active in the product settings.
   • Auto-Invoice - Select this checkbox if you want this product to be auto-invoiced
   • Ignore Line Items Before - If you do not want to send out any invoices for products that have line items before a certain date, you can enter that date here.
   • Days - This is the number of days past the due date that you wish to send out the auto-reminder for this product.
   • Invoice Handling - as soon as that product is booked on a contract, an invoice will be generated
     
     
5. You can also configure system-wide invoicing rules using the top fields.
   
   
   
   
6. Click the Save button when you are satisfied with your selections.
   
   
   
   
7. Choose when you would like your invoices to generate:
   
   Invoices can be sent Daily, Weekly, Monthly or Twice Monthly at any time interval you select.
   
8. Use the Auto-Invoice Email Template section to choose which template you would like to send for your auto-invoices.