- The Brokerage Engine team
New Auto Invoice Generation Feature Applied to Bills
AUTHOR: The Brokerage Engine team
The Auto Invoice Generation feature in Accounting now allows users to create new invoices that correspond to bills (i.e., billable expense charges). After the user creates a new bill, an invoice is created and the bill is marked as “Closed”. The financial data reflected in the bill is automatically copied into the invoice along with any memos. Users can navigate to the Accounting Sales Transactions page to review both the bill and the invoice. They’ll notice that while the bill’s status is “Closed” the invoice’s status is “Open” and awaiting payment. This automated feature saves users time by eliminating the need to manually create and send invoices to vendors.
Required Modules: Accounting
User Permission Levels: Accounting, System