Perform tasks related to creating and sending invoices to customers with the Customer Invoice Banner.
Customer Invoice Banner
The Customer Invoice Banner Lightning Web Component (LWC) is located on the Customer Invoice Lightning Record Page.
Apply customer invoice terms and recalculate the Invoice Date with the Apply Terms button.
The Update Taxes button recalculates any taxes on the invoice.
Setup Taxes
Navigate to TMS Admin → Configuration in the Global Settings section. Calculate and Display Taxes and Calculate Navigate Taxes should be Checked.
To create the customer invoice as a PDF select the Generate button. Invoice documents are found on the Revenova default Load Lightning Record Page on the Documents tab under Files. The Generate and Send button opens the email modal to send the customer invoice .PDF.
The default email templates can be modified under TMS Admin → Document Options.
When EDI is enabled, click Send via EDI to queue the EDI 210 invoice information for retrieval by the partner VAN.