How to Enable Selective Invoicing
Selective invoicing allows Entrants to choose the Entries that are included in an invoice total. Typically Nucleus will include all Submitted Entries on the Invoice at the point it is generated. However, there are many use cases where Entrants might want to split their Entries across multiple invoices. For example, when the fees are coming from different departmental budgets. Or when a PR company is making Entries on behalf of different companies who need to provide the payment to cover the Entries direct.
In these instances, Nucleus provides UI for Entrants to edit the invoice before it is generated.
All Entries for the Award will be listed in a table on the ‘Entry Preview’ screen. Entrants can opt to remove the Entries that are not required for the invoice they are generating before they proceed. The invoice total updates automatically based on the list. If an Entrant leaves the screen without generating the invoice, the next time they return all Entries will be placed back into the invoice. This is to ensure that the Entries will not be left unpaid, but provides Entrants with the functionally to curate their invoices.
How to Switch On Selective Invoicing
This function is not automatically turned on and Admins can easily enable this if required.
- Log into the Admin Interface
- Go to Actions>Misc
- Click on Configuration Values in the System Administration section
- Search for Selective Invoice and click Edit
- Set the Value to Yes
- Click Save and Close. The functionality will appear on the Invoice Preview page