You can decide whether you want Kube to automatically invoice open charges for each of your companies when the Invoices scheduled task runs. By default, this option is enabled, and Kube generates an invoice for a company's open charges set to automatically invoice when the scheduled task runs and sends the invoice to the company’s primary contact for payment. If a charge is set not to automatically invoice, Kube omits it when generating invoices. If a charge is set to automatically invoice, but the company's automatic invoice setting is disabled, Kube does not generate invoices. For more information, see Scheduled Tasks.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Kube does not change the automatic invoicing setting for existing charges if you change this setting after charges have been created. For more information, see Reviewing and editing charge information.
You can choose whether automatic invoicing is enabled or disabled by default for all new companies. For more information, see Setting default company billing options.
You can set whether Kube sends companies one invoice per property where they incur charges or a single invoice that compiles all charges for all properties. For more information, see Setting whether invoices send by property or company.
You can also set whether invoices require approval before sending. For more information, see Turning invoice approval on or off.
To set whether invoicing is automatic
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
Click the Select button next to the Automatic Invoicing label to turn automatic invoicing on or off.
TIP: This setting can be customized per property the company does business with. Click the Additional Properties Billing Settings button to select additional properties where the setting should be customized.
Click Save.
TIP: The next step in the Kube customer setup process is to set whether invoices are automatically emailed. For more information, see Setting whether invoices are automatically emailed.