Invoices

Searching Invoices in the BSS Portal

On this page, you can find a brief explanation of how you can search Invoices in the BSS portal with both the simple and the advanced methods.

Customize Invoice Print-out

Add a Discount Line in an Invoice

For applying a discount to an invoice that has already been issued, you must add a discount line. Using a discount line you can amend invoice total bypassing any pricing rules you have defined for the customer and the services.

Create Manually a Credit Invoice

interworks.cloud platform generates credit invoices automatically if there are cancellations of services that have been invoiced upfront. For situations where it's necessary to generate an invoice manually (for amending the amount of a debit invoice or for bridging the SLA of a service), the platform allows you:

1. To credit specific invoice items by generating a credit invoice for these items
2. To create a credit invoice for the total of a debit invoice

Removing Invoice Item(s) from Manually Created Credit Invoice

For situations where it's necessary to manually remove an invoice item from a credit invoice (that has been created by importing items from a debit invoice), interworks.cloud platform allows it only if the following three requirements are met:

1. The credit invoice is a manually created invoice, not an invoice that was generated from our system automatically because of a subscription cancellation.
2. The credit invoice is not related to any debit invoice.
3. Removing items from an invoice can be repeatable as many times as necessary as long there is one available invoice item on the invoice. Still, not all invoice items can be deleted from an invoice since at least one invoice item must remain.

Relate a Credit Invoice with a Debit Invoice Manually

interworks.cloud platform relates the credit and debit invoices that are generated for a customer by relating a newly generated credit invoice with the "oldest" unpaid debit invoice. If there is no unpaid debit invoice, the credit invoice will be related automatically with the next debit invoice our platform will generate for the customer.This process is applied by default whenever an invoice is generated in our system, but you have also the option to set manually the relations between your credit and debit invoices.

Generate Invoices Manually

The invoices of your customers' subscriptions are generated automatically by the platform's Billing Service. The subscriptions are renewed and billed based on the billing and pricing options you have defined for your customers and your products. interworks.cloud platform gives you the option to bypass billing service automation and to generate an invoice manually before its planned generation.

Invoicing in Local Currency (Transaction Currency)

interworks.cloud platform supports to bill your customers in their local currency by generating their invoice in this currency using the exchange rate you have defined. This is accomplished by defining two currencies per customer: the account base currency, which is the primary currency, and the transaction currency that is used for converting all invoices from the account base currency to the transaction currency using the exchange rate you have defined between these two currencies. When you define for a customer a transaction currency different than his base currency, the system keeps all invoices in both currencies. 

Notify Customer for Overdue Invoices

Managing Invoice Statuses & Types

This page offers information on the default Invoice Statuses and Invoice Types that govern the nature and state of each Invoice in BSS and Storefront.

Display Extra Fields in Invoices

This page offers information on adding extra (custom) fields to invoices by publishing those custom fields, you have created, for the Invoice entity. These fields are alphanumeric and are utilized when you want to gather more information about an invoice based on a specific order or just keep certain invoice information on display.