Create and send invoices automatically
Invoicing means the same tasks again and again. teamspace automates as much as possible so you only need an occasional check.
More automation in your invoicing
The invoicing routine repeats: create, validate, send. Match incoming payments. Issue dunning notices. teamspace’s roadmap for automation:
- Create, validate and send invoices automatically
- Import incoming payments via interface and flag invoices as paid automatically
- Generate and send dunning notices automatically
With teamspace 2023, step one is live as a beta automatic invoice run.
Automatic invoice run [beta]
The run is controlled on the order. Choose how far each invoice should go — generated, validated or sent — and define the earliest next run (e.g. start of the following month). The “Create invoice” action in the order’s action box also offers the target state.
Within the run, automated checks apply: skip invoices containing effort positions, or run only when the invoice contains exclusively duration positions (subscriptions, rent, licences).
The order-confirmation list gets a new “Invoice run” column so you can see the current mode and whether the last invoice reached the desired state. Failed checks produce a status message asking for manual validation or dispatch. Filters by time, status and mode help focus. A run can also be triggered manually — even in bulk via multi-select.
A new “Invoice dispatch” menu tile shows how many invoices have been sent and which ones need manual follow-up. Recurring schedules can be configured (e.g. start of month, end of week).
Read on
Reviewed in a requirements check
You have questions on this topic? In a 15- to 30-minute meeting we discuss your specific requirements, free of charge and without obligation.
Software that fits your setup?
In a 15-minute meeting we look at your requirements together and give an honest first opinion.