Auto-invoice generation allows Billing Manager users to configure rules so the system can automatically create customer invoices of the desired frequency and type. Once created, users can review and modify those invoices as needed before publishing them to their customers for payment.

Users must have the Billing Admin permission in Hub to get into Billing Manager, so anyone who can access Billing Manager can access the auto-invoice settings.

Step-by-step guide

1. In Extensiv Hub, open Billing Manager. 
2. Open the Customers module, then select a customer from the list. 
3. Go to Settings. Then, click Edit. 
4. Click Invoice and Payment Settings. 
5. On the Invoice and Payment Settings, turn on Auto-generate invoices. 
   
6.  Set the frequency for when you want the system to generate invoices automatically. 
   • Daily: Generates the invoice for the previous day.
   • Weekly: Generates the invoice for the last 7 days, excluding today's date.
   • Biweekly: Generates the invoice for the last 14 days, excluding today's date.
   • Monthly: Generates the invoice for the past month. 
7. Select a starting date for when you want the system to start generating invoices automatically. Billing Manager only supports the 1st or 15th day of the month for generating monthly invoices.
8.  Optionally, you can create separate invoices based on: 
   • Transaction Number: Create a separate invoice for each unique transaction number. 
   • Transaction Type: Create a separate invoice for each transaction type: Shipping, Receiving, Adjustments, Assemblies, Returns. Up to six invoices can be generated as a result.
   • Category: Create a separate invoice for each category: Handling, Storage, Freight prepaid, Freight third-party, Special charges, and Materials.
   • Warehouse: Create a separate invoice for each warehouse from which the selected charges originated.
9.  Click Save. 
   

   Publishing Invoice

   You must still publish auto-generated invoices manually. For more information about publishing an invoice, see Understanding Invoices. 

    

Once enabled, the Customer Settings pane displays details about the invoice generation process.