Configuration of automated invoice generation

You can create a process in Smile that automatically generates invoices at a time, repetition and duration of your choosing.

This task explains how to add a scheduled task to automatically generate invoices.

  1. On the Smile menu, click Configuration.
    The Configuration and Tools page is displayed.
  2. Under Logging and Tasks, click Task scheduling.
    The Tasks page is displayed.
  3. Click New task.
    A New task page is displayed.

    Figure: The New task page.

    The image shows the New task page.
  4. Type a name for the task in the Name field.
    In this example the name given is Auto Generate Invoices.
  5. Type autoBillingTask in the Task Form field.
    This form name is defined by Inomial.
  6. Click Change next to Run as to set a system services account to run the task.
    The Find User page is displayed.
  7. Type smileBilling in the Search for field, and click Search.
    Any account names that fit your search term will be displayed under Matching Users.
  8. Click Select next to the smileBilling entry.
    The Auto Generate Invoices task page is displayed.
  9. Click Add to set the schedule.
    The Task Schedule Item page is displayed.
  10. Configure the schedule as required.
    In this example Smile will automatically generate invoices for all outstanding periods each night at 8pm.

    Figure: The Task Schedule Item page.

    The image shows the Task Schedule Item page.
  11. Click Save, then Save again.
    The Tasks page is displayed and the Auto Generate Invoices task is added to the Task list.