In this module you will see how to set up Auto Invoice for Client, so that Invoice will be sent automatically to the Client.
To setup Auto Invoice for the Client, Just follow this simple steps.
Go to Termination → Client
Below displayed window will appear.
Screenshot: Client List
On the above displayed window, Click on the Name of the Client or on Edit icon. Client Setup will get opened as shown below.
Screenshot: Client Setup
On the Client Window, Click on AUTO INVOICE section as marked on the above displayed window.
Screenshot: Auto Invoice Setup
Click on Enable Auto Invoice checkbox, Above displayed window will appear.
Select the invoice pattern created in the system, you can create your own Invoice setup on Invoice Setting Page.
Select the Payment term like Daily, Weekly, Monthly etc. You can create different payment terms on Payment Term Page.
Select the Invoice Format. It can be PDF or HTML.
Select the Time Zone which will be applied to Auto Invoice for Client.
Rate Decimal Value
Select the Rate Decimal for all the values in the Invoice.
Select the Rate Value in Invoice, It can be Actual Value or Average Value.
Generate Invoice for Non-Zero value only
Select Yes or No whether you want to generate invoice for Connected Calls only.
Below are also some different options you can enable them by clicking on the checkbox which will be included in the invoice like Tax, Rate Table, Trunks, Summary of payment etc.
For receiving Auto Invoices you must add your Billing Email, you can set it from Company Info column on the Client edit window.