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Technical SpecsRevenue Specs

Billing Architecture

Conversion from Quote to Cash.

Billing Architecture

Order Generation

When a quote is marked 'Ordered':

  1. System: Creates an order record.
  2. Lines: Copies quote_line items to order_item.
  3. Subscriptions: If product.type is 'Subscription', creates subscription record.
  4. Assets: If product.type is 'Asset', creates asset record for the Account.

Invoice Run

The InvoiceScheduler runs nightly.

  1. Select: Findings order records with next_billing_date on or before Today.
  2. Generate: Creates invoice and invoice_line records.
  3. Delivery: Sends email with Invoice PDF to bill_to_contact.
  4. Post: Updates order status to 'Billed'.

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