Lines Billing
Line billing can be done in three different ways:
- “Generate Invoice” button
- “Generate Invoice” massive action
- Automatic Invoicing
NOTE: To be able to bill lines, some fields need to be set in the “Billing” tab.
Field | Description | Note |
Product | Product that is billed |
|
Product Price | Product price | Populated automatically on product entry |
Product Quantity | Quantity of product for the line | Populated automatically on product entry |
Product Recurring Type | Temporal recurrence of the product |
|
Product Recurring Quantity | Recurrence of the quantity (temporal) of the product | Related to the “Product Recurring Type” field. |
Billing Recurring Type | Type of recurrence |
|
Billing Recurring Quantity | Quantity of billing recurrence |
|
Billing Last Date | Last billing date |
|
“Generate Invoice” Button
If the fields are populated correctly, after saving the line, the “Generate Invoice” button will appear
Mass Action “Generate Invoice”
From the grid of lines, if mass actions are active, it will be possible to mass-bill different lines from different contracts.
To mass invoice, as a first step, you need to select the lines of interest (1).
Next, in the list of mass actions (2) choose “Generate Invoice” and press the “Submit” button.
Automatic Invoicing
There is a job in the system that bills the lines every day at 04:00.
If the billing was successful, regardless of the chosen mode, you will be able to view the created invoice from the Contract (or directly from the sales_invoice module).
