Generate invoice proposals to get a list of proposed invoices on your Orders. When you generate proposals Younium will go through all your Orders and create an invoice proposal item for the next invoice that should be created.
Invoice proposals assume:
- For charges that are invoiced in advance, you want to send the invoice so the invoice due date is the day before next service period.
- For charges that are invoiced in arrears, you want to send the invoice the day after the service period.
To use Invoice proposals Invoices>> three dot menu>> Invoice proposals
To start, click "Generate proposals"
You will now get a list of invoice proposals, these are the proposed invoices that should be sent for each order, you can find your proposed invoice date as part of the table.
When you select an invoice proposal line you can see the order charges that are to be invoiced in the bottom section.
From the invoice proposal you can select one or multiple items and directly create invoices. Use the checkbox and the "Create invoice" menu item.