Invoices

An Invoice record can be accessed from the Participant's record in the Plan Management section.

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.

This button will open the Manage Schedule modal.

FIELD	DESCRIPTION
Schedule Invoice	When `Schedule Invoice` is selected, new `Scheduled Invoices` will be created as per the configured schedule.
Reflect Plan Dates	When `Reflect Plan Dates` is selected, the system will pull the `Start Date` and `End Date` from the Active Plan on the Participant's record
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 `Frequency` the schedule is run
Days of the Week	This field will appear if `Frequency` = `Weekly`, and allows the user to specify which days of the week the schedule will run

Pressing Save will update the Schedule field, so users can see at a glance the invoice schedule for that Participant.

The Invoice Schedule section will show the Schedule configuration in finer details.

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 Item has been created for the Scheduled Invoice
the Schedule Source Invoice field will identify the parent Invoice that the schedule has derived from