Invoicing Process
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At the core of Apptiflo's Purchasing platform is automating Invoices from Sales Orders. An Invoice is created after accepting a Sales Order from a Customer. All Order updates are to be completed on the Sales Order, such as updates to Order Items or shipment addresses. Updates will synchronize with the Invoice.
An Account creates an Invoice by selecting an integrated Customer. Users can add custom items to the Invoice, and a corresponding Bill will be added to the Customer's Account. A manually created Invoice is not linked to any Sales Orders.
The primary purpose of Invoices and Bills is to see the payments due. Customer Accounts can record their payments on Bills, while Supplier Accounts can confirm payments on Invoices. This confirmation provides a clear record of payment attached to each Order. Apptiflo does not process any payments because every Account needs the flexibility to make payments that fit their terms.
