Overview

The invoice is the result of the Billing Generation process. The invoice is a document that contains the information about the charges that the customer has to pay for the services that have been provided.

The different elements that compose the invoice are detailed in the different sections of this documentation. But sumarizing the invoice contains the following information:

• Header: The header contains the information about the customer, the invoice number, the invoice date, the due date, the total amount and the status of the invoice.
• Lines: The lines contains the information about the charges that the customer has to pay. Each line contains the description of the charge, the quantity, the price, the taxes and the total amount.
• Details: The details contains the information about the taxes and discounts applied to the invoice line.
• Messages: The messages contains the information about the status of the invoice, the errors that have been generated during the invoice generation and any other information that may be relevant to the customer.

Invoice Header

The invoice header contains the high level information about the invoice. The header contains the following information:

• Invoice Number: The unique number of the invoice.
• Invoice Date: The date when the invoice was generated.
• Due Date: The date when the invoice has to be paid.
• Total Amount: The total amount of the invoice.
• Total Tax: The total amount of the taxes applied to the invoice.
• Total Discount: The total amount of the discounts applied to the invoice.
• Total Net: The total amount of the invoice without taxes and discounts.
• Status: The status of the invoice.
• Customer: The customer that the invoice is related to.
• Billing Address: The billing address of the customer.
• Billing Contact: The billing contact of the customer.
• Billing Account: The billing account of the customer.

Invoice Lines

The invoice lines contains the information about the charges that the customer has to pay. Each line contains the following information:

• Description: The description of the charge.
• Quantity: The quantity of the charge.
• Price: The price of the charge.
• Total: The total amount of the charge.
• Taxes: The taxes applied to the charge.
• Discounts: The discounts applied to the charge.
• Net: The total amount of the charge without taxes and discounts.
• Concept: The concept that generates the charge.

Invoice Operations

An invoice supports different operations that can be performed on it. The operations are detailed in the specific sections of the documentation on Billing Management.

The Invoice Object

Wattyo stores the invoice by default in the wattyoInvoicec object. However if you need you can store the invoices in any other object.

PDF Generation

Wattyo offers the possibility to generate the invoice in PDF format. The PDF generation is done using Wattyo Document Composer.

You can define the invoice template in the Document Composer Designer and set the desired template in the General Billing Settings.

The PDF Generation can occurs in two different moments:

• On Demand: You can generate the PDF from the Invoice record page clicking on the Generate PDF button.
• Billing Batch: If is set so, the Billing Batch will automatically generate the PDF for the invoices that have been generated.

Invoice Number

The invoice number is a unique identifier for the invoice that usually have different legals obligations depending on the country.

In case in the applicable Country or sector the Invoice Number is not a critical part of the invoice you can set Invoice number as Auto Number using the standard Salesforce feature or setting any trigger or flow to set the number following your desired logic.

However, the usual scenario is that the Invoice Number is a critical part of the invoice and it has to follow a specific sequence and rules. In this case Wattyo includes the Sequence Manager which is a flexible and powerful tool that allows you to define the sequence of the invoice number and making sure you don’t have duplicated numbers or gaps between them.