Consolidated Invoicing early adopter release overview

To go directly to the testing steps, see Consolidated Invoicing early adopter testing user guide.

This early adopter phase introduces a limited release of the Consolidated Invoicing feature in the Beeline Professional. A select group of clients and partners can access and test a streamlined version of the solution focused on foundational setup, configuration experience, and invoice file output review.

Early adopter release testing scope

The testing scope includes participants’ ability to:

  • Create and manage invoice blueprints, including the ability to:

    • Define recurring invoice schedules

    • Configure invoice parameters to determine included data

    • Create invoice batches by supplier for inclusion in consolidated invoices

    • Customize the invoice transaction data output file; for example, field selection, sorting, and header naming

  • Manage blueprint actions:

    • Edit, duplicate, activate, and run ad hoc invoices

    • Review execution history and transaction data results for completed runs

This release does not yet represent the full minimum viable product (MVP) scope planned for year-end. Additional functionality is in development and will be included in the final MVP and future enhancements.

Planned future enhancements

Planned MVP and post-MVP enhancements:

  • Automated invoice generation based on blueprint schedules; for example, weekly or monthly

  • Invoice review and approval workflows with task assignments and notifications

  • Expanded invoice field set in the transaction data file

  • Invoice hub view for clients and suppliers to view auto-generated invoices, totals, and download files (outside the admin or settings interface used in early testing)

  • Enhanced failure handling and validation management

  • Supplier ability to upload invoice summary reports to support payment processing

  • Support for milestone invoicing

Feedback from the early adopter group will help refine the final MVP and guide prioritization of future enhancements.

To test the current version of the Consolidated Invoicing feature, perform the following the steps from the Consolidated Invoicing early adopter testing user guide.

Documentation Assistant

Delete Chat Conversation

Are you sure you want to permanently delete the chat history?

Hi, I am Beeline Professional Docs Assistant. Here's how I can help you:
  • Type your question in the input below
  • I'll understand your query and provide a helpful response
  • You can ask follow-up questions