The Finance module within AMFG allows you to manage customer-specific financial settings, automate invoice creation, and streamline the payment process for your manufacturing orders.
Automated Invoice Creation
You can automate your financial workflow by using Workflow Automation Rules to generate invoices immediately upon order creation.
Setting up Invoice Automation
Navigate to Autonomous > Workflow Automation.
Click Create Rule.
Trigger (IF): Select "Order Created".
Action (THEN): Select "Create Invoice".
Result: The system will automatically generate a unique Invoice ID for every new order, which can be used to produce Invoice PDFs directly.
Note: To make sure this rule works correctly, you must set up Payment Terms in all of the Contact Groups available in the Contacts > Groups tab:
Generating Invoices in the Finance Module
AMFG includes an optional Finance Module that simplifies order invoicing. This module allows you to create and store multiple PDF templates for financial documents such as invoices, proformas, and credit notes, which can be reused for future printing.
Financial documents are linked to Tickets, making them easy to find, search, and print through a dedicated view available under Work Orders → Finance.
When the Finance Module is in use, you can create special finance documents from an Invoice panel by navigating to Work Orders -> Work Orders Overview -> Open an Order -> Open the Invoice panel at the bottom-left corner:
In the following pop-up window, you can change different options before generating the document. You can also see a list of all your previously generated documents from this order and re-download them by clicking on the linked Invoice ID in the upper-left corner of the panel.
Below is a breakdown of the Invoice Panel's functionalities:
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 create the Invoice ID from here 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 the payment due date of the Invoice]
Space for a Message [{{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:
***These options will be pulled in the Invoice PDF by the block variable {{services}}***
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 and download it locally. You can then email it separately to the customer if needed
Using the 'Submit' button will automatically send an Invoice email to the customer with the Invoice PDF attached. (Make sure that your default Invoice Email template is Active in Settings -> Email & PDF templates)
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 Invoice document.
***Please note that AMFG is not a payment platform; hence, we're unable to generate payment links or submit refunds through the Finance Module***
If any questions occur regarding this functionality, please do not hesitate to contact our Support team at support@amfg.ai or via the in-app chatbot functionality.