Automatic revenue item generation

Automatic invoice generation setting is used in Products and Sales orders. The setting decides automatically what level of automation happens when a Sales Order item is created to a Sales Order. You can find and select the setting from the sales order item form. It is recommended to be set already on a Product. If set on Product, setting will be inherited to a Sales Order item when selecting that Product.

Automatic prices

• When you select this, the system creates only project space price list automatically.

Automatic revenue items and prices

• When you select this, the system creates both revenues and price list to the project space automatically.

Automatic draft invoices

• When you select this, the system creates both revenues and price list to the project space automatically. When user selects a revenue item and clicks Set billable, the system creates draft invoices automatically. User can do it in Sales order summary page, in Project space Revenues data table or in Reports & Indicators > Reports in Revenue item preparation report.

Automatically confirm and send invoices

• See Automation of the invoicing process for fully automatic invoicing.