Setup an automatic invoice rule

Modified on Tue, 23 Apr, 2024 at 9:25 AM

If you want to setup a rule to automatically generate invoices for selected reservations.


1. Go to 'Administration>Drop Down Lists' select 'Automated Invoicing Rule'.

2. Click 'New Rule' and fill in:

Name

Start: Which days that should be included in the invoice.

First included day; relative date from current day. 

+0d means today's date

-1m+1d means  the first of last month

End: Which days that should be included in the invoice.

Last included day; relative date from current day. 

+1m -1d means  the last of this month

+0d means  today's date

Date: The invoice date

+0d means  today's date

Due date: The due date of the invoice

+14d means 14 days from today's date

Run day: Which day of the month the invoices should be generated

0 is last day of month

1 is first day of month

-1 is one day before last day of month

Amount threshold: If invoice amount is less then this value invoice will not be generated

3. In the reservations you will see field 'Automated invoicing'. If you select a rule here invoices for this reservation will be generated accordingly.


 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article