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Because we are generating an Invoice outside of the normal billing process, the Pre-Invoice ignores billing frequency and displays the FULL CONTRACT amount. If you need to set a specific date range on the Preliminary Invoice, follow these steps. |
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Navigate to Traffic > Contracts.
Search and locate the Contract you wish to generate a Preliminary Invoice for.
Click Once to highlight the Contract
Click “Confirmations” along the top row of icons
Select “NWM Preliminary Invoice w/Payment Link” from the dropdown
The Preliminary Invoice will open in a new tab. You can review and Export to a PDF. Outside of Aquira, you can compose an email including the PDF as an attachment.
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