Scheduled invoice statements

This feature lets you set up a schedule so the system creates invoice statements automatically, on the conditions and at the times you define in advance.

1. List of scheduled invoice statements

The screen lists every automation schedule that has been created.

1.1. View and search

Search: find a schedule by typing its name into the "Filter by schedule name" box, or filter by whether the schedule is active.

The list shows the following for each schedule:

SCHEDULE NAME: name of the schedule.

SHOP: the shop it applies to.

PERIOD: the window the data is taken from (for example, from 2 days ago to 1 day ago).

SPLIT STATEMENT BY SHOP: whether the option to create a separate statement per shop is on or off.

ISSUE INVOICE: the delay before invoices are issued (when AUTO EXPORT is on).

PROVIDER: the e-invoice service gateway, if any.

STATUS: whether the schedule is active (On/Off).

ACTIONS

1.2. Update and delete

In the ACTIONS column of each schedule you can:

Update: click the edit icon (pencil) to change the schedule.

Delete: click the delete icon (bin) to remove the schedule from the system.

2. Create a new scheduled invoice statement

To create a new schedule, click "Create schedule" on the list screen. The "Create schedule" dialog opens.

2.1. Fill in the schedule details

Complete every field below:

Schedule name: a name you will recognise later.

Statement type: choose "Sales revenue" or "Return revenue".

Shop: the shop this schedule applies to.

2.2. Set the filter conditions

Time window (From… To…): defines the period the order data is taken from.

Example: take data from 00:00 two days ago to 23:59 yesterday.

Time field to filter on: choose which timestamp the orders are filtered by:

Successful delivery time.

Time the revenue was recognised.

VAT/GST statement: filter for orders that already have, or do not yet have, a VAT/GST statement.

Filter by invoice request: filter orders by their invoice request (for example, "No invoice requested").

2.3. Other options

Split statement by shop: tick this to create a separate statement for each shop.

Time the statement runs: set the exact hour and minute at which the system runs the schedule each day.

2.4. Issue invoices automatically

Issue invoices automatically after the statement is created: turn this on to have the system issue invoices once the statement has been created.

Issue invoices after (hours): choose the delay (for example 2, 3 or 4 hours) between creating the statement and issuing the invoices.

E-invoice service gateway: choose the service provider (for example MISA meInvoice).

2.5. Finish

Once every field is filled in, click Create to save the schedule.

1. List of scheduled invoice statements#

1.1. View and search#

1.2. Update and delete#

2. Create a new scheduled invoice statement#

2.1. Fill in the schedule details#

2.2. Set the filter conditions#

2.3. Other options#

2.4. Issue invoices automatically#

2.5. Finish#