Learn how to setup an automated task to remind a specific user to create an invoice.
The venue can be set up to automatically create a task and assign it to a user when a invoice is due. Rules can be set up to generate these tasks a certain number of days of the invoice being due.
To set up the automated invoicing tasks.
- Navigate to the Setup > Venue Details > Company Details.
- Scroll down to the Invoice section and change 'Create Invoice Reminders' to 'Yes'
- Nominate the user that the tasks are to be assigned to
- Nominate the number of days out from the invoice being due and navigate to the bottom of the page and click 'Save'.
Note: Invoice reminders are based on the payment terms that are assigned to the booking. So if there are no payment terms, then no invoices are due and a task will not be created.
