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Overview
Automated invoices streamlines the billing process.
Key Concepts
| • | Only projects with assigned invoice designs can print. Invoice Designs are assigned to a project at Projects>Billing Tab under Invoicing. |
| • | All transactions in the system that comprised an invoice are flagged as Billed (bill status equal to billed) and are linked to the Sales Journal entry. |
| • | Additionally, the user can email invoices directly from Automated Invoicing (InFocus 2.0 and greater). |
| • | Deleting or voiding an invoice reverts the bill status to Ready to Bill and removes the link for posted invoices. |
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | Clear all Invoice Sessions - When selected, the utility will clear out all current user sessions. Automated Invoicing was designed to allow multiple users to bill simultaneously. In order to prevent two users from billing the same project, user sessions are maintained. |
Note - When you exit Automated Invoicing, the session is deleted. If a user terminates Automated Invoicing abnormally, such as shutting down the system without exiting normally, the user session will not be removed, and any projects within that session will not come up in automated invoicing. In this event, you can run Clear All Invoice Sessions to correct the situation. This occurrence can only occur when multiple users have been in this applet. Every time a user runs Automated Invoicing, it firsts deletes prior users' sessions for the logged-in user. In order to be able to access this feature you must first enable a new special right in permissions called Can Clear Invoice Sessions.
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