Goals
- Provide a centralized location to manage all invoices created within the system.
- Support for:
- Manual creation of invoices.
- Contract invoices based on the defined contract invoice period.
- Work order invoices when work is completed or pending further action after review.
Key Features
Access Rights:
- Functionality enabled by user access permissions.
- Required rights include:
- Invoice creation & editing.
- Cancelling invoices.
Invoice Status Management:
- Once an invoice is:
- Sent to an ERP system → No further changes allowed (Status: Sent to ERP).
- Sent to the customer → No further changes allowed (Status: Sent to Customer).
Source Linking:
- Each invoice line is linked to a source, such as:
- Work Order reference (WO ref).
- Contract reference.
Communication Trigger:
- A dedicated communication trigger “Invoice” is now available under Sales settings.
- Functions as a copy of the Sales Order communication trigger. This module reflects our ongoing commitment to simplifying workflows for our customers. How has it improved your experience so far? We’d love to hear your feedback!
