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How to send outgoing invoices automatically

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

  1. In the client card Invoices tab 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.png

image.png

Active orders

ActiveOrderAutoInvoicing_en.gif

image.png Second orange empty circle meand POD/CMR approval is expected,
image.png icon indicates that the invoice is ready to be generated manually,
 image.png icon indicates that the invoice will be generated automatically.

Whre to find checkbox "Generate invoice automatically"

image.png


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