Macro (periodic job) for creating one invoice per one task
Hello everyone,
Has any of you investigated if there is a possibility to run a macro on a specific view, that would add 1 invoice per 1 task? I am looking for this solution because very often we have 1 project, 1 language combination, but many tasks (for example 1 task per 1 document - this is a clients requirement) and we need to invoice per document (per task). And I am looking for an automation. Unfortunately the periodic job that is currently available offers something opposite (it can be also useful) because it lets you add 1 big invoice per all tasks, and you can specify by Client or by Contact Person. But it's still just 1 big invoice, instead of many small invoices.
I assume that if we can add manually 1 invoice per 1 task, the macro should be able to do (replicate) the same, I am just not sure how to do that.
If anyone came already to a solution, I would be very grateful for sharing it.
Thanks!
Monika
Customer support service by UserEcho
Hi,
You will need to create a macro that iterates through tasks.
Using the CustomerInvoiceService, you can create invoices from these tasks.
Then create a Macro Subscription periodic job that runs this macro on the specific view.
(You will need API documentation that includes description of services.)
Thank you Adam!