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Hello! With the current design of the collection process automation, the system doesn't include project invoices. This configuration excludes these invoices, hence makes the functionality limited and not helpful for many customers with business mainly on projects. In the standard Create collection letter process a project invoice is included when creating collection letters per customer, so we think the same should be for collection process automation. Thank you!
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Comments

F

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

F

Looks like only sales order and Free text invoices are used for this automation. Need project invoices as well.

Category: Credit and collections

F

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