Due to a recent change in our Invoicing functionality, the Invoice IDs are no longer created automatically for each new order within the AMFG Management Console.
Creating Invoices without the Finance Module enabled
If that workflow is something you were using in the past to generate financial documents, in order to create an Invoice ID for every new order received in AMFG please navigate to Autonomous -> Workflow Automation and set up the below rule:
This rule will allow you to keep the previous functionality and create finance PDF documents from a project as seamlessly as before.
Note: In order for this rule to work correctly you must make sure that you have Payment Terms applied to all of your customer groups in the Customers -> Groups tab:
Creating Invoices with the Finance Module enabled
In AMFG you can enable and utilize an additional Finance Module that could be very useful in invoicing orders. This functionality allows us to create and store for further printing multiple PDF templates with financial documents like Invoices, Proformas, and Credit Notes. Financial documents are related to the Ticket and users can simply find, search, or print existing documents with a special view under the Projects -> Finance page.
When the Finance Module is in use you can create a special finance document from an Invoice panel by navigating to Projects -> Projects Overview -> Open a Project -> Open the Invoice panel at the bottom-left corner:
In the following pop-up window you can change different options before creating the document, Below is a breakdown of the Invoice Panel functions:
Select the document type between the options: Invoice, Proforma, or Credit Note.
Select the PDF template you want to use. Please note that there is a specific set of variables that should be used only when creating a PDF document from this panel and you can refer to the following article for more information.
The correct variable that should be used to print the Invoice ID that would be created on this panel is {{advanced_invoice_id}}!!!
Select the Language of the PDF template.
Select the Invoice Date (Finance Date for the PDFs) and the Payment Terms (Finance Terms that determine in what timeframe the Invoice should be paid by the customer).
Space for a Finance Message.
Choose which production options should be shown to the customer in the PDF for each part. You can select/deselect via toggle and change the order of the options by opening a pop-up window by clicking on the cogwheel icon:
Price breakdown for all the services included in the order. Delivery Price can be adjusted manually as well.
By using the 'Download' button you will generate the PDF document only internally. You can then email it separately to the customer if needed.
Using the 'Submit' button will automatically send an email to the customer with the Invoice PDF attached if your default Invoice Email template is Active in the AMFG application.
This workflow will allow you to create Invoices only for selected orders, thus making sure there are no gaps in the consecutive numbering of each document.
If any questions occur regarding this functionality please do not hesitate to contact us at support@amfg.ai via the support chatbot function on the platform.