This document provides a comprehensive overview of the Invoice System Plugin for Rock RMS.

It is intended to guide administrators and staff through the setup, configuration, and day-to-day use of the system, ensuring a consistent and reliable invoicing workflow.

Support: kevin.m.rutledge@gmail.com


Table of Contents

  1. Overview
  2. After Installing the Plugin
  3. Invoice Types
  4. Scheduled Invoices
  5. Invoices
  6. Invoice Confirmation Page
  7. Invoice Matching Page
  8. Automated Jobs
    1. Send Invoices Job
    2. Send Invoice Late Notices Job
    3. Process Scheduled Invoices Job
    4. Process Auto Pay Payments Job
    5. Update Late Invoices Job
  9. System Communications
  10. Lava Merge Fields
  11. Roadmap

1. Overview

The Invoice System Plugin allows organizations to create, manage, and process invoices directly within Rock RMS.