Invoice Summary
PurePro provides a simplified invoice output feature designed to improve clarity and efficiency when managing invoices associated with multiple timesheets. With this functionality, users can replace detailed invoice line items in the main invoice document with a concise summary message. This change applies only to the PDF output. Comprehensive timesheet details will remain available within the on-screen output and can also be accessed through the corresponding MI report, ensuring all supporting information is retained while maintaining a clear, professional, and easy-to-read invoice format.
Configuration
To enable the Invoice Summary, follow these steps -
Navigate to "Admin" → "Billing Scheme"
Edit the required billing scheme by clicking on "Edit" under "Action"
Set "Invoice Display Type" as "Summary" under "Billing Scheme" heading
When set as "Summary", the invoice details is replaced with a summary message. The Default summary message is "Please see attached report for detail of this invoice."
Users can customise the "Invoice Summary Message" in the "Invoice Summary Body Text" column under the "Invoice & Credit Values".
Add "MI Report" or "Consolidated MI Report" under the "Attachments" header
Enable "Send with Email" if you wish to send the uploaded attachments with the invoice via email.
Click "Update" to save the changes made.
Users should Ensure, the "Send with Email" option is enabled for the MI Report under Billing Scheme if they wish to send the attached MI Report containing comprehensive timesheet details via email
Invoice Output
When enabled, the invoice output (PDF) is replaced with the "Summary Invoice Message"
Navigate to Billing → Invoice
View the required invoice by clicking on it
Click on "Download" in the bottom right corner to download the PDF version
MI Report can be accessed under the "Attachments" tab in the invoice
When enabled, a PDF version of the invoice, containing the Invoice Summary will sent via the email after closing the "Send Invoices" task from the 💼Control Centre
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