Invoice Configuration
Configuration (CourseCo Internal reference)
Organisation with No ‘On Account' Tag
Automation 1 - A back office booking created
Do this, Invoice Generate, @leadbookerid@, Invoice
Condition - Organisation Tag does not Have - ‘On Account’
Immediately
Automation 2 - A website booking is made
Do this, Invoice Generate, @leadbookerid@, Invoice
Condition - Organisation Tag does not Have - ‘On Account’
Immediately
Automation 3 - An invoice is generated*
Do this, Send an email, @leadbookeremail@, attachment - Invoice @invoicefileid@
Condition - None
Immediately
Organisation has 'On Account' Tag
Automation 1 - A course starts
Do this, Invoice Generate, @leadbookerid@, Invoice
Condition 1 - Organisation HAS ‘On Account’
Condition 2 - start date (relative) > 3hours
Schedules - Run everyday at 7am
Automation 2 - An invoice is generated*
Do this, Send an email, @leadbookeremail@, attachment - Invoice @invoicefileid@
Condition - None
Immediately
*Same automation will work for both automations