How do you Connect and Use the Invoice Auto Generator App With Zuper?

The business can set criteria for generating invoices automatically based on the billing frequency. Whenever the criteria are met based on the settings and status mentioned, auto-generating invoicing is possible.

The three major sections we are going to discuss here are:

A. How to connect Invoice Auto Generator with Zuper? 

B. How does Zuper – Invoice Auto Generator Integration work?

C. How to uninstall Invoice Auto Generator from Zuper? 

This integration automates invoice generation based on a customer or an organization's billing frequency.

A. How to connect your Auto Invoice Generator with Zuper? 

1. Open a new tab in your browser once logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.”

2. Under the “Browse by Category,” select the “Power Apps” option and choose “Invoice Auto Generator.”

 

3. Click on the “Install Invoice Auto Generator” button.

      

4. Update Auto Invoice Generator Settings by configuring the following fields:

a.   Job Status (Mandatory Field) – Enter the job status for which you want to configure the auto-generation of the invoice.    

Note: You can enter multiple statuses using the comma (,) separator.

b. Billing Module (Mandatory Field) – Select the module from the drop-down box to confirm the module from which the billing should be considered.

c. Default Billing Period (Mandatory Field) – Select the default billing period for the auto invoice generation.

d. Billing Frequency Custom Field (Optional Field) – Enter the custom field name for the billing frequency.

(This is applicable when you choose “Organization” as the option in step (b).)

e. Default Payment Term (Mandatory Field) – Enter the invoice payment term.

f.  Invoice Template Name (Optional Field) – Enter the template name of the invoice.

g. Zuper API Key (Mandatory Field) – Enter the Zuper API key.(Click here: How to generate Zuper API Key).

Select the “Update” button to connect Auto Invoice Generator app with Zuper. 

B. How does Zuper – Auto Invoice Generator Integration work?

Customer Module:

1. log in to your Zuper account and open the customer’s module from the left panel.

You view the customer’s account details from the right section. 

2. Open the Jobs module and select the job details page.

You can view the “Completed” status of the Job.

3.  You can view the auto-generated invoice based on your configured settings.

Organization Module:

1. log in to your Zuper account and open the organization’s module from the left panel.

You view the organization’s account details from the right section. 

2. Open the jobs module and select the job details page.

You can view the “Completed” status of the Job. 

3. You can view the auto-generated invoice based on your configured settings.

C. How to uninstall Invoice Auto Generator from Zuper? 

1. Open a new tab in your browser once logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.”

2. Under the “Browse by Category,” select the “Power Apps” option and choose “Invoice Auto Generator.”

 

3. Click on the “Uninstall App” button.

4. The Auto Invoice Generator app is uninstalled successfully. 

The invoice auto generator helps automate the generation of invoices based on pre-defined settings. With this process, the manual intervention of the invoice process is prevented, and the customer gets their invoices on time.

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