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Run Invoicing

This tutorial guides you through running the automated invoicing process after a sale order has been shipped.

Video Tutorial

1. Open Other section

Click the "Other" menu to access additional options related to your order.

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2. Open Events

In Quick Actions, click "Events".

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3. Run Final Invoicing

Click "Run Final Invoicing" to start the process.

The system will automatically run through all required checklist steps before generating the invoice.

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4. Handle Required Actions (If Any)

If something is missing, the checklist will pause and notify the appropriate person, update the sale order status to Invoicing.

Common requests may include:

  • REP or CSR PO number
  • Completion of installation tasks
  • Review and approval of invoicing.

After that SO status will auto update to Invoicing

Note: At the end of the day, the system will automatically recheck only sales orders that are in Invoicing status and have a related job that is still In Progress. Orders that do not meet both conditions will not be rechecked.

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5. Invoice Is Sent Automatically

If no issues are found, the system will automatically send the invoice to:

  • The sale order billing contact
  • Any additional billing contacts set up in the company settings.

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6. Sale Order Status Updates

Once the invoice is sent

  • Sale order status updates to Complete
  • Sales invoice status updates to Complete

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7. Review Invoicing Checklist Report

Click "View Report" to review the invoicing checklist and results.

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8. Communications

All communications related to the Sale Order checklist will be displayed under Communications.

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You have successfully completed the invoicing process. The order is now fully finalized.

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