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Auto Invoice Generation

Auto Invoice generation allows automatic billing invoices to be sent to specific subscribers under service. The system generates and sends invoices via email using pre-defined templates as a reminder to the subscriber.

1) Setting up or Configuring Auto Invoice Generation​

To enable Auto Invoice Generation, follow these steps:

  • Navigate to Configuration
  • Select the Service Billing section from the left side of the window

Configuration Steps:​

  • After selecting Service Billing, the Service Billing Settings information appears on the right side.
  • Scroll down to locate Service Invoice Notice.
  • Set Auto Invoice Notice to True to activate automatic invoice generation.
  • Beside Auto Invoice Notice, you will see the Invoice Notice Count, which determines the sequence of invoice notifications sent to the customer.

2) Auto Invoice Notice Function​

The Auto Invoice Notice feature uses customized email templates for sending invoices to customers.

Key Features:​

  • Invoice Notice Count: Specifies how many email notifications will be sent.
  • Email Templates: Templates can be set for different notices (e.g., Notice 1, Notice 2).
  • Auto Send: Determines when a notice will be sent after bill generation.

Example Workflow:​

  1. Bill Generation Date: 15th October (default invoice email sent).
  2. Notice 1 (Reminder Email): Sent after 5 days (20th October).
  3. Notice 2 (Final Reminder Email): Sent after an additional 7 days (27th October).

If the Auto Send option is left blank, invoices will not be sent automatically. In that case, the user must send invoices manually through the billing service list.