This article provides an overview of processes that can be automated for carts and invoicing.
The Lumary system can be configured to automatically:
- add service delivered (SD) records to carts, and/or
- generate PDF invoices and attach them to carts.
For businesses using Pendula, these invoices can also be sent to clients automatically.
If your business processes would benefit from this type of automation, you can reach out to the Customer Success or Delivery Team to get them set up in your Lumary application.
The batches are usually set up to run overnight at regular intervals, for example, once a day at 10pm or once a week on a Friday at 12 midnight.
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Carts are usually used for services that need to be paid for directly by a participant or client, or their nominee or plan manager. The automated batch will add SD records to a cart where:
- Funding Management is not NDIA, and
- the Cart field is not populated, in other words, it has not already been added to a cart in a previous batch or manually by a user.
Where the billing account already has a cart with a status of Pending, the SD records will be added to the existing cart.
Automated PDF generation
The automated PDF generation process will automatically generate a PDF invoice for all carts where the CART Status is Pending.
For each of these carts:
- the CART Status will be updated to Waiting Payment, and
- the cart will be locked.
Once generated, the PDF will be listed on the cart record under Files. From here, it can be downloaded and sent out for payment.
If your org uses Pendula, the invoice can also be automatically sent to either the Billing Contact or Billing Account for payment.