Good demo of End-to-End process of setting up Product, create quote, Order, contract and Invoice billing..
@AmyHayes-b4w4 ай бұрын
Is there a way to automate the recurring invoices, or do you always have to go into the order and check "bill now"? If not, with hundreds of customers, all with different renewal dates, how do we know when to check "bill now"?
@sfdclearning4 ай бұрын
@user-tv2ps3sz2r You can surely do the automation around generating invoices automatically. You can schedule the invoice run to generate invoices at defined interval. Please have a look at this tutorial of Invoice Scheduler: kzbin.info/www/bejne/aKqqeqF-aN1sotEsi=nCKNpnl5T1w-ULJn