How to 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 bpm’online. 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 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).
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
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:
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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.
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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 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
