Technical SpecsRevenue Specs
Billing Architecture
Conversion from Quote to Cash.
Billing Architecture
Order Generation
When a quote is marked 'Ordered':
- System: Creates an
orderrecord. - Lines: Copies
quote_lineitems toorder_item. - Subscriptions: If
product.typeis 'Subscription', createssubscriptionrecord. - Assets: If
product.typeis 'Asset', createsassetrecord for the Account.
Invoice Run
The InvoiceScheduler runs nightly.
- Select: Findings
orderrecords withnext_billing_dateon or before Today. - Generate: Creates
invoiceandinvoice_linerecords. - Delivery: Sends email with Invoice PDF to
bill_to_contact. - Post: Updates
orderstatus to 'Billed'.