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Invoice Wizard (Lightning)
Version 2.122 and up
Version 2.134 - also in Compact design
Filter Invoice Criteria
To be able to transform a pre-invoice into an invoice, first search for the according pre-invoices using these filters:
- Find pre-invoices by selecting a Payment Interval, Payment Start or Due Date, or additionally, search for Media Campaign name, accounts associated or use the Campaign Runtime or Billing Run Start/End Date.
- You can also set the Planned Invoice Date (Start and End) manually.
Click the button Filter to start the search or Reset to clear all filters
Info Now all available pre-invoices which match the filter criteria will be displayed. Also your filter can vary from the ones shown, as your administrator can configure the fields.
Invoice all selected Records
To create invoices:
- Select the records you like to invoice by using the checkboxes.
- Click the button Invoice selected Records to convert pre-invoices to invoices.
- Click the button Reset to define other specific filter criteria to find pre-invoices.
- Configure which fields show in your Invoice Wizard Lightning datatable through a feature setting
Invoice all selected Records
- Configure the invoice settings for your billing run, such as Invoice Date (see point b), Accounting Period
- You can configure the invoice date for all invoices in your Billing Run using the Invoice Date Field. Leaving this field blank invoices all invoices with their planned invoice date
- When Accounting Periods are in use, you will need to assign an Accounting Period to the billing run. This will be pre-populated based on the Invoice Date entered but you can also change this manually.
- You can also opt to receive additional email notifications throughout each phase of the billing run
- Press Invoice selected Records to start your billing run
- From version 2.125 onwards, you can configure the default Invoice Date for your Invoice Wizard directly in the Administration Settings.
- Configure the invoice settings for your billing run, such as Invoice Date (see point b), Accounting Period
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Version 2.109 and up: You can setup a list of email recipients for the result emails. Find out how here: 7.2.10 Setup Email RecipientsHow to configure additional email recipients for ADvendio processes and features
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If you are starting a new billing run and you get the following error message
check your billing run records for the following flag
and deactive the checkbox. Afterwards try again. |
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