Billing Overview

In this article we will look specifically at how billing works for the different modules in Deepser.

Some modules have automatic product automations, while others require a minimum of customization.

Usually, the correct flow used for invoicing is Quote -> Order -> Invoice, but there may also be instances where other entities need to be invoiced.

Below we will look at the most frequently used modules for billing:

• Orders (DeepSales – Order)
• Contracts / Lines (DeepContract – Contract / DeepContract – Line)
• Worklog (DeepActivity – Activity)
• Movements (DeepInventory – Movements)

In addition, it will be explained step by step how to bill, with custom code, a single operation.

The generated invoices will then be viewable in the dedicated form, which can be reached with the following path: Crm (1) > Sales (2) > Invoices (3) > All (4).