Automatic customer invoicing

This function can be set from the Financial settings > Automatic invoicing settings.

Users can choose to create automatic customer invoices that will be generated after the completion of specific Workflow steps or when a deadline from the payment calendar is met. 

This function does not prevent users from creating invoices manually, the automatic invoicing process checks if an invoice already exists before launching the automatic invoicing process. Winner Bizz does not allow users to see which invoice is created manually and which is created automatically. 

If payments are already registered, the automatically created invoices will be linked to the existing payments. 

To set your automatic invoicing process, follow these steps:

1. Tick or untick the steps triggering the creation of an automatic invoices.
2. Fill the transfer settings information.
3. Chose the printing form to use when creating the invoices from the drop down list.

NOTE! The Transfer settings and Invoice printing format sections are mandatory. If not filled, or filled with incorrect values, users will receive an e-mail to the address set in Applications settings > Monitoring > Automatic invoicing issues.

Tick the triggering event you want to set and use the menu to choose a condition: 

• By sales contract and By acceptance
  • Print sales contract.
  • Sign sales contract, if the Sign sales contract step is active.
  • Print contract confirmation, if the Print contract confirmation step is activated.
  • Sign contract confirmation, if the Sign contract confirmation step is activated.
  • Approve for order, if the Approve for order role is activated.
  • Control order, if the Customer's orders control role is activated.

• When Amendment, the invoice creation at this stage depends on whether all the deadlines are invoiced or not.
  • If there are deadlines met without invoices yet, no additional invoices will be created and the new amount to be invoiced will be assigned to the deadlines that have not been invoiced.
  • If all the deadlines are already invoiced and the amount that has not been invoiced is positive, a new final invoice will be generated will the amount still to be invoiced.

Note: When creating an amendment, if the amount to be invoiced is negative, the user will need to manually create a credit note. The automatic invoice system only creates positive invoices.

• 7 days before the delivery and When delivering
  • Transport availability date, if the Work module and the Reservation module with the Transport option is active.
  • Scheduled time, if the Work module is active.
  • Latest delivery date, if the Work module is NOT active.
  • Preferred delivery to, if the Work module is NOT active and the reception has not been completed.

Note: The number of days entered in the line 7 days before delivery are summed up.
For example, if you chose 7 days before delivery - latest delivery date - 3 days before, the invoice will be created 7 days + 3 days = 10 days before the latest delivery date.

• By the end of installation
  • Installation availability date, if the Work module and the Reservation module with the Installation option is active.
  • Scheduled time, if the Work module is active.
  • Preferred delivery to, if the Work module is NOT active.