The platform can generate and send invoices to clients automatically or on demand. Before you start, make sure a brand and an enterprise are created – they determine the invoice template and the billing entity shown on the document. See How to Create a Brand and How to Create an Enterprise.
Each client that will receive invoices needs billing settings configured in their profile: their company details, the enterprise that will invoice them, and the dates on which invoices should be generated automatically.
Go to Profiles → Clients.
Click the edit icon in the client's row.
In the client edit form, fill in the company fields and billing settings.
Fill in the company fields and billing settings:
|
Field |
Description |
|
Number of contract (optional) |
The contract number to include on invoices. |
|
Company (optional) |
The client's company name as it appears on invoices. |
|
Company Credential (optional) |
The client's company registration details or tax ID. |
|
Business type (optional) |
The client's business category. |
|
Category type (optional) |
An additional classification for the client. |
|
Enterprise |
The enterprise on whose behalf you will invoice this client. |
|
Dates for invoices (optional) |
Day numbers of the month on which invoices are generated automatically, separated by commas (e.g. 1,15). Leave empty to generate invoices manually only. |
|
Send stats |
When checked, a statistics file for the billing period is attached to the invoice automatically. |
|
Send invoices |
When checked, the invoice is visible in the client's own panel under Finance → Invoices. |
|
Send to email |
When checked, the invoice is sent to the client's billing email address. |
Click Save.
Use this method to generate an invoice that covers all traffic for a specific date range.
Go to Statistic → Finance → Invoices.
Click Create.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Client |
The client to invoice. Select either Client or Reseller, not both. |
|
Reseller |
The reseller to invoice, if invoicing a reseller instead of a client. |
|
Select the period |
The date range to cover in this invoice. |
|
Stat |
When checked, a statistics file for the period is attached to the invoice. |
|
Invoice |
When checked, the invoice document itself is generated. |
Click Create.
Use this method to generate an invoice for a fixed amount – for example, a prepayment or top-up invoice.
Go to Statistic → Finance → Invoices.
Click Create for Amount.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Client |
The client to invoice. Select either Client or Reseller, not both. |
|
Reseller |
The reseller to invoice, if invoicing a reseller instead of a client. |
|
Invoice date |
The date to print on the invoice. |
|
Amount |
The invoice amount in the client's currency. |
|
Count |
The number of copies of this invoice to generate. Defaults to 1. |
Click Create.
Once an invoice is generated, it appears in the Invoices list. The download column shows Invoice and Statistic buttons for downloading the PDF invoice and the attached statistics file, respectively.
