When you invoice from an opportunity with deal pricing, the invoice created is slightly different from an invoice created otherwise. Customisation options are available to tailor invoices according to specific requirements, such as adjusting deal pricing or modifying itemisation levels.
Grouped by opportunity item
When you choose to group by item, an invoice item will be created for each tax class in a deal. You’ll see “Deal Price” in red next to this label. Items within the deal will be listed underneath this item for reference.
Invoice items will be created as normal for opportunity items that are not within a deal.
Grouped by opportunity group
When you choose to group by opportunity group, an invoice item will be created for each tax class in a deal. The groups that have this tax class will be listed underneath this item.
Invoice items will be created as normal for opportunity groups that are not within a deal.
Grouped by product group
You can’t group an invoice by product group when using deal pricing.
Grouped by opportunity
When you choose to group by opportunity, an invoice item will be created for each tax class as normal. These lines include deal and non-deal priced revenue. To create an invoice that avoids detailed itemisation while grouping by opportunity:
Navigate to the invoice creation screen in Current RMS.
Under the 'Group Invoice Items By' section, select ‘Opportunity.’
The resulting invoice will present grouped items rather than listing all individual items, ensuring the invoice includes only relevant details such as charged items.
Common questions
What about revenue groups?
A line isn’t created for each revenue group.
Where all items in a line contain the same revenue group, we use that.
Otherwise, we use the default revenue group in System Preferences.
Resending an Invoice with Deal Pricing
If you need to reissue an invoice with deal pricing:
Void the initial invoice to avoid any duplicate entries in the system.
Add the deal pricing to the corresponding order in the system.
Regenerate the invoice for the order. The newly created invoice will accurately reflect the deal pricing without unnecessary detailed breakdowns.