Comments
We primarily invoice via projects (not sales orders), and this feature is being asked for by our collections department. It is unfortunate that our scenario is not supported; please implement this idea.
Thanks
Category: Credit and collections
Looks like only sales order and Free text invoices are used for this automation. Need project invoices as well.
Category: Credit and collections
This is 100% needed.
The regular Collections process does include project invoices ... these are still customer invoices, just from the project module.
Collections process automation cannot be relied on if you use a mix of customer invoice types or use only project invoicing.
Thank you.
Category: Credit and collections