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Process for Setting Up Auto-Invoice

You can use the Auto-Invoice feature to quickly generate invoices for service requests and activities. For the Auto-Invoice feature, perform the following setup tasks:

• Specify a price list for all of the product items determined as billable for an activity. The products must be listed as line items in the selected price list (Pricing screen > Price Lists view > Price List Line Items subview).
• Ensure that there is a rate list line item for each type of resource (also known as a billing product; for example, a field engineer) used for an activity. The activities rate list is specified in the Activities screen > More Info view. In the Pricing screen > Rate List view > Rate List Line Items subview, the resource, rates, and markups are defined.
• Ensure that the rate types (in the Type field) are identified for billable expenses and labor (Activities screen > Expense Tracker view and Time Tracker view).
• Ensure that each user has a position that is associated with a billing product (Administration - Group screen > Positions view, Billing Product field).
• Ensure that Activities have price and rate lists defined, and that Orders have a price list defined. Auto-invoicing uses these lists to determine the total amount billed to a customer.