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How can I set Cloudex to automatically send outgoing invoices?

To generate an invoice automatically, the following criteria must be met:

  1. Order must be in status "Delivered" image.png
  2. The documents have been "Uploaded" image.png
  3. The documents have been "Approved" image.png
  4. In the client card has to be mark image.png 

One of the following options must also be selected.

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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.



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