Release Notes 183

The latest update to Invoice section significantly enhances partner capabilities for managing own custom business processes.

The new functionality includes the following:

1. Customizable overview tab:
   The Invoice section now features an Overview tab that can display custom fields, custom buttons, and custom hyperlinks. This flexibility allows partners to tailor the experience to their specific needs, creating a seamless journey for users and customers when working with invoices.

2. Business insights at a glance:
   The Overview tab also provides a summary of invoice amounts for the previous calendar month, broken down by currency. This feature gives users a quick and clear snapshot of business performance.

3. Consolidated summary invoices:
   Partners can now create summary invoices that consolidate multiple vendor invoices into a single monthly invoice. This simplifies the customer experience by providing one unified invoice, improving clarity and convenience.

4. Enablement of agent model set-up:
   Partners with distributor admin roles can specify whether invoices should be issued on behalf of sellers. This feature improves the ability to manage credit risk and supports the agent model within the channel.

5. Integration with Avalara Tax:
   The update also includes expanded support for Avalara tax integration, enabling seamless tax management.

New Overview Tab

A new Overview tab on the Invoices section provides a centralized hub for essential invoice data and tools. This tab displays any Custom Fields configured for invoices and presents summary information such as Last Month’s Incoming and Outgoing Invoice Data grouped by currency.

Learn more: Navigating the Invoices

Consolidated Invoices

In the Outgoing Billing tab, users can now select invoices via a new checkbox column to enable the "Create Invoice" button, opening a pop-up to confirm invoice creation with detailed statistics on requested, included, and skipped invoices. A new optional Invoices tab enables organizations to consolidate multiple invoices or manage them separately, offering greater flexibility and control.

Learn more: How to Consolidate the Invoices?
APIs: Create Consolidated Invoice

Custom Triggers

Both Distributors and Sellers can now configure custom fields that are shown in the Overview tab for their child sellers or direct end-customers. Administrators can configure a custom button and/or hyperlink, specifying the button text, redirect URL, and visibility conditions. The new controls are available in the updated Invoices tab under Platform Settings > Currency & Payments.

Learn more: Custom Triggers

Custom field "Display Locations"

Extended custom field settings allow to define multiple display locations for custom fields for Organization entity. A new display location, "Invoice Overview (Top)", is added for the Organization entity, displaying custom fields at the top of the Invoice Overview tab.

Learn more: Custom fields

Invoice on behalf of (agent model)

Distributor Admins can now define who will handle invoicing for end-customers when creating a new reseller. This option is accessible under the "Enable Invoicing" section on the seller creation form for  distributors with enabled configuration. Admins can select from the following options: "None," "Invoice Issued by Seller," "Invoice Issued by Distributor," or "Invoice Issued by Distributor (Locked)." Once a seller is approved, this selection becomes non-editable.

Learn more: Invoice-on-behalf-of Capability