Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Add an invoice based on the installment plan step

Add an invoice automatically based on any step of the installment plan with the “Payment“ type in Creatio. To do this:

1.Go to the [Orders] section and open the required record.

Note

It is recommended to populate the installment plan for the orders with the formed list of products and services on the [Products] detail.

2.Populate the [Installment plan] detail on the order page.

Note

You can populate the [Installment plan] detail automatically using the pre-set template. Setting up the template and its usage in the order is described in separate articles.

3.To add products to the invoice, click the “lookup” button in the [Invoice] column (directly in the detail list for steps with the “Payment“ type). In the opened lookup window, select an invoice or click [New] to issue a new one (Fig. 1).

Fig. 1 Adding an invoice

faq_installment_plan_create_invoice.png 

After adding an invoice for an installment plan step, a link with the invoice number will be displayed in the detail list. Click the link to open the invoice page (Fig. 2).

Fig. 2 Opening the invoice page

faq_installment_plan_created_invoice.png 

Invoice page auto-fill

An invoice page that was added based on the data from the installment plan step is filled in automatically with the following data from the order page:

1.If you add products to an installment plan step, they will be automatically added to the [Products] detail of the corresponding invoice.

2.The value in the [Amount] field on the invoice page can be calculated in two ways:

If the products were not added at the corresponding step, the [Amount] field of the invoice page will be populated with the corresponding value from the [Expected amount] field from the installment plan step.

If the products were not added at the corresponding step, the [Amount] field of the invoice page will be calculated as the total cost of the selected products.

3.The [Customer] and [Owner] fields are filled in with the values from the corresponding fields from the order page.

4.The number of the connected order is displayed in the [Order] field.

Also, the invoice number is generated automatically on the contract page according to the pre-configured mask. The [Start date] field is filled in with the current date, the [Payment status] field will contain “Draft” and the [Supplier] field is filled in with the "Our company" account type.

See also

How to work with an installment plan

How to set a template for the installment plan

How to use the installment plan template on the order page

How to distribute the products by the installment plan steps

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