Data Flow: Quote to Invoice

MonetizeNow ensures that the most up to date contractual relationship data is used on Invoices and Quotes, regardless of how it was updated in MonetizeNow.

Why does it matter

Data changes through the lifecycle of your customer. For example, a customer's Contact information might be updated and you might not find out until after an Invoice is issued. A customer may demand that you update that information before they pay the Invoice, especially if it impacts Taxation. When you make that update on the Invoice, where does it flow? Will it apply to future Invoices?

Data flow diagram

Scope of data updated by this process

  • Billing and Shipping Contact
  • Billing and Shipping Address
  • Net Terms
  • Contract End Action (Auto Renew)
  • PO Number
  • VAT Number
  • Registration Number