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Billing Overview

This section explains how billing works across the different modules in Deepser. Some modules include automatic product automations, while others require a minimum of customization.

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

Below you will find the most frequently used modules for billing:

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

Additionally, you will learn step by step how to bill a single Service Operation with custom code.

note

The generated invoices are viewable in the dedicated form, which you can reach by navigating to Crm (1) > Sales (2) > Invoices (3) > All (4).