How automated invoice creation for the service contracts are created?

How automated invoice creation for the service contracts are created?

Navigation: Contracts --> New Contract

The service contract is the service agreement between the business and the customer, listing services that need to be performed along with the timeline and other vital information. For the service contract, now the automated invoice is introduced.

1.  Select the "Contracts" module from the left panel.


2. Enter the customer details by selecting the "Choose Customer" option and similarly fill the "Contract" "Part/Service" details.


3. Select the "Invoice" tab and enter the necessary invoice details under the "Invoice Details" section.

A) Select the "Billing Period"  The billing period can be configured inside "Settings -->  Quote &  Invoice Page."

B) Enter "Generate Invoice Before (In Days)" details.

C) Select the "Payment Term" details. The payment term can be configured inside "Settings -->Quote & Invoice."

D) Fill in the "Invoice Template" details which are applicable.

E) Choose "Yes" to automatically generate the invoice using the "Automatically Generate Invoice" option.

F) Choose "Send Invoice to Customer" to automatically share the invoice with the customer.



The automatic invoice generation helps the user send the invoice quickly for the service contract, especially periodic maintenance. Instead of manually entering the invoice and sending it, our new features allow users to solve the issues by automation. 


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