Invoices
- David Fisher (Unlicensed)
An Invoice record can be accessed from the Participant's record in the Plan Management section.
To add an Invoice Line Item to the Invoice, select the New button on the Invoice Line Item related list.
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.
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.
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 Itemhas been created for the Scheduled Invoicethe
Schedule Source Invoicefield will identify the parent Invoice that the schedule has derived from