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Module Customers Invoices: Difference between revisions
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In the case of the implementation of contracts, invoices can be predefined set, corresponding to the recurring elements of the contract. This is very interesting. The only downside, the period specified for each element of the resulting bill covers the entire period of contract. It should relate to the billing month. | In the case of the implementation of contracts, invoices can be predefined set, corresponding to the recurring elements of the contract. This is very interesting. The only downside, the period specified for each element of the resulting bill covers the entire period of contract. It should relate to the billing month. | ||
= Use case | = Use case examples = | ||
UCRIN01: Creating | '''UCRIN01: Creating a predefined inoice''' | ||
It is not possible to create a recurring invoice itself. This is a normal invoice that is subsequently reused. | It is not possible to create a recurring invoice itself. This is a normal invoice that is subsequently reused. | ||
UCRIN02: Transformation of a | '''UCRIN02: Transformation of an invoice into a recurring invoice''' | ||
I open an existing invoice. I click on the "Edit recurring. I enter a title (eg "Last Updated quarterly) and possibly a note, which might be an explanation of the reason for the repetition of this bill. My bill is now a recurring invoice. This will be visible only if I request the display of recurring bills or I create a new invoice. | I open an existing invoice. I click on the "Edit recurring. I enter a title (eg "Last Updated quarterly") and possibly a note, which might be an explanation of the reason for the repetition of this bill. My bill is now a recurring invoice. This will be visible only if I request the display of recurring bills or I create a new invoice. | ||
UCRIN03: Using a predefined bill to create a new invoice | '''UCRIN03: Using a predefined bill to create a new invoice''' | ||
I create a new invoice ( "Create invoice"), and I'm using the selection box at bottom of page to select the Recurring Billing I want to use as a template (template).My new invoice is pre-filled, the modifications are minor. | I create a new invoice ( "Create invoice"), and I'm using the selection box at bottom of page to select the Recurring Billing I want to use as a template (template).My new invoice is pre-filled, the modifications are minor. | ||