Skip to main content

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
The documents have been "Uploaded" image.png The documents have been "Approved" image.png In the client card has to be mark image.png  One of the following optionsOrder must also be selected.in status "Delivered" image.png Uploaded POD/CMR and POD Aprovement is required regarding Send invoice type field:image.pngimage.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