Define invoices
Adding invoices to an agreement is similar to defining booking setups. The main difference is that you'll also define specific products that you want to include on the invoice. Generating invoices with agreements is ideal when you want to bill for the same item on a predefined schedule. You can set up invoices on the Invoice Setup subgrid by selecting New Agreement Invoice Setup.
Each invoice that you define will require a name before you can save it. After you save the invoice, you'll be able to specify the products that you want to include on it. You can define invoice products on the Invoice Products tab. In the Agreement Invoice Setup subgrid, select New Agreement Invoice Product.
When you specify invoice products, you can define the following parameters:
Product - Specify a product from the catalog that you want to include on the invoice.
Unit - Specify the unit that's used for product pricing.
Price List - Specify the price list that's used for the product. By default, it uses the agreement's price list.
Quantity - Define the number of items for each product to include.
Unit Amount - Specify the price for each unit.
Important
You can only create invoice products for products with an inventory or non-inventory type.
After you've defined all products for the invoice, you can specify the recurrence pattern for the invoice as you did for the booking setup.