An Invoice record can be accessed from the Participant's record in the Plan Management section.
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To add an Invoice Line Item to the Invoice, select the New button on the Invoice Line Item related list.
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Scheduling Invoices
From the Invoice page, users are able to create and configure a schedule that automatically creates Scheduled Invoices. To access these settings, navigate to the Manage Schedule button in the top-right corner.
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This button will open the Manage Schedule modal.
FIELD | DESCRIPTION |
|---|---|
Schedule Invoice | When |
Reflect Plan Dates | When |
Start Date | This indicates the date when the schedule will start |
End Date | This indicates the date when the schedule will end |
Frequency | The value here will specify how often the schedule will run |
Repeat Every | This number will specify how many times per |
Days of the Week | This field will appear if |
Pressing Save will update the Schedule field, so users can see at a glance the invoice schedule for that Participant.
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The Invoice Schedule section will show the Schedule configuration in finer details.
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Scheduled Invoice records will be automatically created as per the schedule configuration. Some things to note when viewing a Scheduled Invoice record are:
a new
Invoice Line Itemhas been created for the Scheduled Invoicethe
Schedule Source Invoicefield will identify the parent Invoice that the schedule has derived from