Invoices can be associated with any work request module such as technology, maintenance or custom modules.
How it Works?
From an existing work request, select the New button and choose Invoice.
Or, from the grid, choose the associated item button and choose Invoice.
You can also create a new invoice from the Invoice module or the FMX calendar. To do this, select the New Invoice button above the invoice grid view or New Request from the calendar.
Once you have generated a new invoice, fill in the module, recipient, and the request you would like the invoice to be associated with.
Once the invoice is created, the request and invoice will be linked together and show the current status. You will be able to see the association from both the individual Work Request and Invoice.
How to Set it Up?
1. Navigate to Admin Settings -> User Types and edit the User Type you would like to have the capability to assign associated invoices.
2. Navigate to Invoice Access -> Allowed Modules. Select the modules you would like to create invoices for.
3. Select Save once you are done.
Other Invoicing Features Set Up:
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