Suitable for Both Community and Enterprise Version
Goal is to Automatically Generate & Send Invoice to Customer.
Automate the Invoice Generation and Sending Invoice of sale order based on configuration selected from settings and cron action defined.
Automatically Generate & Send Invoice
Navigate to Settings >> Accounting.
Here user will find a configuration as Automatic Invoice Generation.
On checking the Boolean Box user will some other configuration and can select the configuration as per their needs and then Save it.
Configurations can be as exclude parameters like Exclude Customer Types, Exclude Sales Team, Exclude Payment Terms also other configurations like Invoice Policy and Gift Card Product.
With it user will also see the Cron Job/Schedule Action and on clicking it will redirect to Schedule Action created.
There are Schedule Action/Cron jobs created as Account: Automatic Invoice Generation with execution time of every 5 minutes when it is triggered it finds sales order with state draft then confirms it and set as Sale Order.
Similarly user will find a configuration as Automatic Invoice Generation in Settings >> Accounting.
On checking the Boolean Box user will some other configuration and can select the configuration as per their needs and then Save it.
Configurations can be as exclude parameters like Exclude Customer Types, Exclude Sales Team, Exclude Payment Terms also other configurations like Invoice Mail Template.
There are Schedule Action/Cron jobs created as Account: Automatic Invoice Generation with execution time of every 5 minutes when it is triggered it finds sales order with state draft then confirms it and set as Sale Order.
