Contracts and customer invoices

The organization's Invoices and Contracts pages are available to organization administrators and Scoutello platform staff. For modular organizations, the Contracts & Invoices module is also required to open these pages and perform the relevant authoring operations.

These pages manage the organization's customer billing. Scoutello subscription invoices are shown separately inside Subscription.

Create and review an invoice

1. Open Invoices for the intended organization.
2. Choose the action to create a manual invoice, or upload an existing external invoice.
3. Review the customer, issuer and buyer details, line items, tax and payment information.
4. Save and review the draft before issuing or sending it.
5. Open the invoice to inspect its document, status and available payment or cancellation actions.

External uploads can be processed individually or in batches. Review extracted fields before relying on them. Uploading a historical invoice is different from issuing a new customer invoice.

The list separates drafts, sent or pending invoices, payments, failures and cancelled or void documents. Available actions depend on the document type and status. Use the invoice's supported cancellation or credit-note flow for a correction; do not replace a paid document with an unrelated draft.

Recurring contracts

1. Open Contracts and create or select a contract.
2. Maintain its terms, billing cadence and customer assignments.
3. Review each assignment's start/end information and payment mandate where applicable.
4. Use the available charge action and confirmation flow when payment is due.
5. Inspect generated invoices and payment status before charging again.

Contracts require separately selected capacity for active customer contract assignments in addition to the module. Each active customer assignment counts; contract templates do not. Ended assignments do not count toward concurrently active capacity. Invoice usage and assignment capacity are shown in Subscription.

Support checks

Confirm the active organization, organization-admin access, module access and the invoice or contract assignment in question. A saved customer or contract does not by itself prove payment.

Keep customer invoice payments, guest orders, print orders and Scoutello subscription charges distinct when reconciling a support request. Preserve the existing invoice and payment references when a result is pending or requires recovery.

Related: Subscription, Orders, Promotion material and print invoices, Contacts.