Learn about Redwood and be one of the first to join the conversation

Visit Redwood Community
Can Project Billing Pass the Invoice Format that AR need to use — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Can Project Billing Pass the Invoice Format that AR need to use

Received Response
1
Views
1
Comments

Summary:

Can Project Billing Pass the Invoice Format that AR need to use

Content (required):

Hi Currently, Our Customer generates the Draft Invoice and then selecting the template for that Invoice and also adding the content in that Format (depending on Customer), and sending for Billing (AR). the Billing team reviews and send the same to customer (Final Customer) all these are happing in the Customer legacy system.

Here is the Question:

In our current cloud system, They creating the Events (with $$), Generate the Draft Invoice, Once they reviewing the Invoice, they can see with the formats available in the system, if they are okay with one specific format among many, is there any way to pass that template information to AR, Actually AR is sending the invoices to Customer.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!