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 sales. To do this:

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

2. Fill in the [Installment plan] detail on the order page.

Note

You can fill in 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.

Note

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

3. The [Create] link will be displayed in the [Invoice] column directly in the detail list for the step with the “Payment“ type (Fig. 130). Click this link to add an invoice based on the data of the installment plan step. As a result, the page of the added invoice will open.

Fig. 130 Adding an invoice

If an invoice has already been added for the installment plan step, a link with the invoice number will be displayed in the detail list. By clicking this link, you can switch to the invoice page (Fig. 131).

Fig. 131 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 with the following data from the order page:

1. If the products were added to the installment plan step, the [Products] detail of the invoice page will be filled in automatically with the corresponding records.

2. The values in the [Amount] and [Amount, base currency] can be calculated in two ways:

• If the products were not added at the corresponding step, the [Amount] and [Amount, base currency] fields of the invoice page are filled in with the corresponding values from the [Expected amount] and [Expected amount, base currency] of the page from the installment plan step.

• If the products were not added at the corresponding step, the [Amount] and [Amount, base currency] fields of the invoice page are calculated as the total cost of the selected products.

3. The [Contact], [Account], [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 and the [Supplier] field is filled in with the "Our company" account type.