Invoice

Invoice button is a significant user interface element that allows users to generate, create, and manage invoices for products or services within the platform.

Invoice Button Properties

Button label - Adds label or text to the button.

Rules List

This option helps to define the set of rules for the action button.

Action Button Rule

The "Invoice" button enables users to initiate the process of creating an invoice for a specific transaction or customer.

Options to setup rules:

1. Rule Name: This option is used to define the name of the rule.

2. If Any/If All: This option determines whether any or all of the applied conditions need to be met for the rule to be triggered.

   • If Any: The rule is triggered if any of the applied conditions are met.

   • If All: The rule is triggered only if all of the applied conditions are met.

3. Add Condition: This option allows users to add conditions based on which the desired action will be executed.

   Example: If an action needs to be executed only if the user's phone number exists, the field name would be set as "Phone" and the condition as "Exists". This ensures that the action is executed only when the phone number exists.

4. Set Report Status: This option enables users to set the status of reports based on the applied conditions. By default, the available conditions are "Open" and "Closed". Additional custom statuses can be configured using the "Custom Status" option in the user management settings.

5. Add Action: This option allows users to define the Invoice action to be executed based on the specified conditions.

Invoice Template Settings:

An invoice can be drafted and saved within the app by clicking on the gear icon, that can be automatically sent based on the applied conditions:

1. Email Template: Select the email template to be used for specified action.

2. Configure recipients: Define the recipients of the invoice, users to be added in CC and Reply To conditions.

   
3. Organization details: Click on the card with the organizational details to configure the invoice.

   This provides two options: Invoice Configuration and Workflow Fields.

   • Invoice Configuration - This option automatically picks up the organizational details mentioned in the system.

   • Workflow Fields - This helps to customize the invoice by manually entering the organizational details.

     
4. Invoice Section: Click on the Invoice section to define the invoice date and the due date by which the payment needs to be settled.

   
5. Bill To: Click on the Bill To section to add the details of the user or organization to whom the invoice is billed to.

   
6. Ship To: Click on the Sip To section to add the shipping details of the user or organization to whom the invoice is billed to.

   
7. Note: This sections helps to add additional notes to be sent along with the invoice.

   

Invoice Button Features:

• Streamlined Invoice Management: The "Invoice" button streamlines the process of creating and managing invoices, improving efficiency in financial transactions.

• Enhanced Customer Experience: By providing a dedicated "Invoice" button, Hubler enhances the customer experience by ensuring prompt and accurate invoice delivery.

To learn more, click on Action Button Rule.

Fallback Message

The Fallback Message serves as a backup response or alternative content when a specific condition or action cannot be met. It provides a default message that is displayed in situations where the intended action or condition is unavailable or cannot be fulfilled.