2022-1Q: [ACC] Custom Invoice from Maintenance Ticket - updated

A new feature has been added to improve the maintenance ticket functionality and the ability to invoice customers for work related to the ticket.

It is now possible to invoice a customer, using a custom invoice, directly from the maintenance ticket.

To make use of this feature:

1. Four custom fields need to be set up

Hover over => Settings => click Custom Fields => Add row

Fields to add:

• Amount Nett – this should be blank by default

• Product – this should have a default product ID set (in the example below the product ID is 127)

• Discount [%] – this should be blank by default

• Send to Customer – the "Options" column should be set to No,Yes. The "Type" column should be set to scrolling list

2. Hover over => Settings => click Modify SPID

Go to the “Maintenance Ticket – Custom Invoice” section and enter the Custom Field IDs that represent the Amount, Discount, Email to Customer & Product

(in the example below the custom field IDs are taken from the recently created custom fields)

3. When the above is configured the custom fields will appear in the maintenance ticket.

When closing the ticket you are able to enter any value into the amount field, enter a discount value as a number without the % sign.

You are also able to choose whether to send the invoice to the customer as soon as the ticket is closed which will generate a custom invoice when closing the maintenance ticket.

It is only possible to generate a single custom invoice per ticket. Other details (like taxes) will be pulled from the selected product’s settings.

Published Date: 23-March-2022

Updated: 13-July-2022

Engineer: PD

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.