CM Invoice Settings

Enable auto invoicing in the company profile and configure receiving email, direct billing scope, and payment terms.

Prerequisites

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Go to Profiles → Companies list.

Find the company and click View Details.

If the company profile does not exist, click Create Company first. See Company profiles.

On the company profile detail page, open the basic info module's more options (three dots) and select Auto Invoicing.

In the dialog, configure:

Enable the Auto Invoicing toggle
Receiving Email: Company email for receiving bills
Direct Bill Scope
- Room charge only: Invoice room charges only (default)
- Full amount: Invoice all charges on the reservation
Payment Terms: Days allowed to pay after the bill is sent (e.g. 10 days)

Click Confirm.

The auto invoicing dialog uses the toggles and fields above. The primary button is Confirm.

The company profile has Auto Invoicing enabled with receiving email, direct billing scope, and payment terms saved.

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