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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. In the client card has to be mark image.png 
  2. Order must be in status "Delivered" image.png

  3. Depending on the selected “Send inv.” option, a POD/CMR may need to be uploaded and approved before the invoice can be generated.
    image.pngimage.png

image.pngAutoInvoicingConditions_en.gif.gif

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



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