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Invoice enhancement: Invoice type

Customer request: Include the invoice type (i.e. New, Recurring, One-Time-Charge, Credit or Refund) in the invoice to match what is seen in the portal

  • Guest
  • Mar 25 2019
  • Will not implement - Provided workaround
  • Attach files
  • Admin
    Mahendra Pingale commented
    30 Jul, 2019 11:00pm

    Customer can get the break-down they seek by accessing the IMS Invoice Portal.

  • Admin
    Mahendra Pingale commented
    23 Jul, 2019 12:23pm

    @Laura Pfeifer: Please confirm if Avaloq has access to the IMS Invoice Portal.

  • Admin
    Mahendra Pingale commented
    11 Jun, 2019 05:27am

    Two points:

    1. This break-down into different sections is indeed available. However, the usage data for several items gets collapsed into single billable items on invoices as it is passed on to the SLIC/CFTs invoicing system by Cloud IMS component. The behavior observed here is likely a result of that and is driven by CFTs requirements.

    2. That said, this break-down is available for download from the IMS Invoice Portal. The CFTs invoice is prepared solely based on this input, and Avaloq is highly encouraged to use that for its reporting purposes.

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