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ProductSales

Recurring invoices

Automated draft invoice generation from active service contracts.

Overview

Numezis can generate draft customer invoices from active service contracts on a monthly, quarterly, or annual cadence.

Where in the app

  • /c/companies/:companyId/sales/config — enable recurring invoices and notification options
  • /c/companies/:companyId/customer-accounts/contracts/:contractId — recurring billing banner and run history

Step-by-step

  1. Open Sales configuration and enable recurring invoices. (UAT-C-SALES-RECURRING-001)
  2. Optionally enable Notify on generation to alert company admins when a draft is created. (UAT-C-SALES-RECURRING-001)
  3. Ensure the contract has a recurring amount and frequency. (UAT-C-SALES-RECURRING-001)
  4. After the billing period closes, open the contract detail page to review generated runs and linked draft invoices. (UAT-C-SALES-RECURRING-001)
  5. Review and send the draft invoice through the standard invoice workflow. (UAT-C-SALES-RECURRING-001)

Permissions and modules

  • Sales module enabled at tenant and company level
  • INVOICES:CREATE for generation side effects
  • CUSTOMER_ACCOUNTS:READ for contract recurring history

Sales quotes

Quotes lifecycle, approvals, and conversion to orders or invoices.

Purchases — overview

Manage supplier bills, expense receipts and approvals in one place.

On this page

OverviewWhere in the appStep-by-stepPermissions and modulesRelated