Create client ready invoices

  • 3
  • Idea
  • Updated 3 years ago
  • Implemented
We created a report based on Invoice Detail template to display the information that we would like to send to clients as part of their invoice.  We did this because we see that no actual invoice document gets created when you create an invoice in the Billings tab.  Ideally we would like an invoice document to be created when we create an invoice in Billings, and that the invoice document picks up all the relevant information from the client and project that we are billing (ie. client address, purchase order number etc.).
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Sarah

  • 1 Post
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Posted 4 years ago

  • 3
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
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Hi Sarah,

Thank you for using Replicon community,

We are reviewing your idea.

Thanks,
Lingaraj
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Sangeet Saurabh

  • 53 Posts
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Official Response
Hi Sarah,

Thanks for your feedback. Invoice creation is currently in progress and will be available in the 2nd half of this year.

Regards,
Sangeet
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kdurliat

  • 33 Posts
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When you work on this project, please also consider the ability to manually control/adjust the DATE of the invoice.  I was told that fixed-bid, recurring projects (for example, a monthly fee), get billed based on the anniversary date of the date created in replicon.   That doesn't align with the dates specified in our contract with our customer.
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Anthony

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Hi Sangeet, can you provide a high-level overview of how you anticipate that the "invoice creation" functionality will work?
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Aashnee Kamboj, Community Moderator

  • 1657 Posts
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HI Anthony,

There is a webinar planned for the new invoicing system. We will update community with the details.

Thanks,
Aashnee
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Aashnee Kamboj, Community Moderator

  • 1657 Posts
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HI All,

Please go to the below link for the webinar details:

https://community.replicon.com/replicon/topics/replicon-invites-you-for-a-live-demo-on-our-enhanced-...

Thanks,
Aashnee