Automating Invoices

While eCandidus™ Billing gives you full control at each step of the process, you can also automate much of the process.

 

Automating the approval process...

If you do not require each charge to be verified, you can automate that step:

Set the AutoApproveCharges in your System Settings to true and all charges will move on to the posting step automatically.

 

Automating the posting process...

When used in conjunction with CloudLink Invoicing module, you can automate the posting process. Simply set the AutoPost setting to true in your system settings:

Along with the AutoPost setting, you should also set the PostHour to tell the system when do you want to run the posting on a 24 hour clock. In the example, we show 10PM.

 

Automating the printing process...

You also have available the AutoPrint setting, which in conjunction with the InvoicesPrinter setting tells the system where to print any unprinted invoice. Note that the printer list are the printers available at the CloudLink Server.

 

Routing notifications...

Any notification from the processes that run at the CloudLink Server are sent to the NotificationsTo Associate in the settings shown above.

 

When used together...

While you can pick and choose which portion of the invoice cycle you want to automate, when all three steps are automated, your billers enter the charges and that evening all invoices are created and printed. It becomes as easy as that.