Skip to main content

How can I set Cloudex to automatically send outgoing invoices?

To generate an invoice automatically from Cloudex, three criteria must be met. The order must have the status image.png, and two of the following criteria listed in the table must be fulfilled.fulfilled:

    The documents have been "Uploaded" image.png The documents have been "Approved" image.png

    image.png image.png

    image.png

    The image.png icon indicates that the invoice is ready to be generated manually, while image.png icon indicates that the invoice will be generated automatically.

     

     

    Back to top