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

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