1. Overview
Step 1 : Click All Invoice menu under “Billing Module”.
Step 2 : Click Run Invoice under action.
Note : The fields having * marks indicates mandatory fields.
2. Run Invoice
Step 3 : Generate invoice.
- Invoice Billing Cycle : Select invoice billing cycle month and year.
- Invoice Billing Date : Invoice billing date will be show based on selected invoice billing cycle.
- If the chosen invoice billing cycle does not contain any expired contracts, an invoice can be generated.
- Click “Generate Invoice.” The invoice has been produced for the selected billing cycle.
Step 4 : Based on selected invoice billing cycle available invoice count will show.
- Click Preview Invoice view available invoice details
Based on selected invoice billing cycle expired contract list table data will be loaded
1. Click Renew to renew expired contract
2. Click Expire to confirm the contract will be expired
3. If there are any expired contracts on the selected invoice billing cycle, an invoice cannot be generated and Generate Invoice will be disabled
2.1. Renew Contract
Step 5 : Renew Contract
- Select renewal date
- Click Renew
- Click Confirm the contract will be renewed
2.2. Expire Contract
Step 6 : Expire contract
- Select renewal date
- Click Expire
- Click Confirm the contract will be expired