How do I set up automatic invoice creation?

Only Administrators and Accountants can configure this feature.

Unbilled dues can be automatically converted to invoices on a pre-configured hour and day of the month.

To configure this feature:

• From the Administration Interface, navigate to Setup / Accounting
• Select the [General] tab
• Within the "Automatic invoice generation" section, input the Day, and Hour you wish dues to be automatically converted to Invoices.  To invoice at the end of the month, scroll the Day selection to the end end choose Month-End.  Next, choose the appropriate Invoice date you wish the generated invoices to be due.
• (Optional) select send generated invoices if you would like the account holders to receive an email summary of the invoice when generated.
• Once satisfied with your selections, select the [Save] command.

When the invoices are generated, the system will deliver a notification email to Administrators and Accountants.  To override this behavior, you can specify specific email address in the Notification Recipients section of the Automatic Invoice Generation section.

Examples:

1. You would like all unbilled dues to be automatically invoiced on the 3rd day of the month at 7 AM, and the due date to be the 10th of the month.
   Day: 3
   Hour: 7:00AM
   Invoice date: Net 7