Draft Invoice Creation Concepts
Specifically, you can:
- Use selection criteria to create invoices for specific jobs
- Delimit entries by date
- Set a preferred invoice date
- Transfer an invoicing selection
- Calculate surcharges
In the table part, you can also specify individual jobs to exclude from draft creation, as well as review relevant details for each job. You can also individually print draft invoices by using the Print Draft action on each line.
You can process batch invoices either manually or through scheduled background tasks. If errors occur during batch invoicing, the system automatically skips the job causing the error and moves to the next one. The details of each error is registered as a notification for the user to review after the process is done.