Invoice schedulers

This section allows programming the automatic periodical creation of invoices.

When adding a new definition, these fields are shown:

Name
Name of the scheduled invoice
Client
Which client calls should be included
Email
Send generated invoices via email. Empty if no automatic mail is wanted.
Frequency/Unit
Defines the frequency (once a month, every 7 days, etc.) of the programmed task
Invoice number sequence
Scheduled invoices will use the next invoice number available in a given predefined sequence
Call discount
Percentage to discount calls, prior to tax rate calculation. No effect on fixed concepts.
Tax rate
Taxes to add to the final cost (e.g. VAT)

Invoices generated due to a schedule can be seen in two ways:

  • In each row of Invoice schedulers section, List of Invoices option.
  • In Invoices section, indistinguishable to manually generated invoices.

Fixed costs

When defining a scheduled invoice, you can add fixed costs in a static or dynamic way:

  • Type ‘static’ is used for fixed quantities.
  • Type ‘Max calls’ sets the quantity in the moment of the creation of the invoice to “Max calls” value of the client in that specific moment.
  • Type ‘DDIs’ sets the quantity in the moment of the creation of the invoice to the number of DDIS matching criteria (all, national, international or belonging to specific country) in the client in that specific moment.

Tip

Non-static values are retrieved from client configuration in the date specified in “Next execution”. Regenerating the invoice later will not modify assigned value, but you can adapt it manually to the desired value editing the fixed cost in Invoice section and regenerating the invoice.

Frequency definition

It is interesting to understand how Frequency and Unit fields define the periodical task:

  • Invoices are programmed at 08:00:00 by default on mondays, 1st of month or 1st of January (depending on Unit value).
  • Once created a new schedule, Next execution shows when will happen next invoice generation.

Next execution value can be mangled, but generated invoice always will:

  • Discard current day (2018/11/01 08:00:00 will set 2018/10/31 23:59:59 as Out date).
  • In date will be out date minus X week(s), X month(s) or X year(s) (X equals to Frequency value) + 1 second.

Example 1: Unit: week - Frequency 2

Next execution will be set to next monday at 08:00 and invoices will include calls of last 2 weeks.

Example 1: Unit: month - Frequency 3

Next execution will be set to next 1st of month at 08:00 and invoices will include calls of last 3 months.

Example 1: Unit: month - Frequency 1 - Next execution mangling

Next execution will be set to next 1st of month at 08:00 but we mangle it to 3rd of month at 10:00:00.

Invoice will include calls from 3nd of previous month at 00:00:00 to 2nd to current month at 23:59:59.

Tip

Last execution shows the date of last execution and its result (success/error).

Note

Both next execution and last execution are shown using brand timezone.