Here’s a step-by-step guide to the updated process, from configuring parameters to managing payments.

1) Invoicing Schemes: Configure Once, Then Use Templates
Version 6.3 introduces a new entity—Invoicing Schemes. These are saved parameter sets for issuing invoices to different subscribers.
The schemes are configured in the following chain:

Basic Contracts → Customer Contracts → Subscriptions to Services.
What’s included in the scheme:

• Invoice sender and their details;
• Expected payment date;
• Autonumberer for generated documents;
• For Proforma Invoices—whether to include unscheduled services from current charge logs in the document.

2) Generating Invoices: Sessions Instead of Searching Through the Registry
The creation of new Invoices and Proforma Invoices is now done through generation sessions. A session acts as a “container” for a single run, showing exactly which documents were created during that specific session.
Key features of sessions:

• Clear statuses: In Progress → Completed / Completed with Errors;
• A detailed history of sessions;
• Errors are logged for specific customer accounts, so invoices for other customers can still be generated without delays, while issues are resolved separately;
• Bulk operations are available for documents created in a single session: enforce, cancel, or delete.

3) New Invoices and Proforma Invoices: Updated Document Design and Content
The interface and structure of Invoices and Proforma Invoices have been redesigned and expanded.
New features in the documents include:

• Payment status of the document;
• Expected payment date;
• More detailed information about the sender and recipient of the invoice: address, tax ID (INN).

In the line items:

• Editable columns (in drafts) for custom names/descriptions of items (pre-filled by default with names from the Product Catalog).

4) Payments: Automatic Allocation Rules + Manual Binding
Version 6.3 introduces a new mechanism for payment allocation to invoices.
Allocation Configurations
A new entity—Allocation Configurations—has been added to the system. These are rules for automatically allocating payments to invoices. The rules can take into account:

• Payment and invoice amounts;
• Payment deadlines;
• Service priority;
• Invoice dates;
• Presence of outstanding debts.

Manual Binding
Manual linking of payments to invoices is also supported through the user interface.

5) Autonumberers: More Flexibility for Invoices and Proforma Invoices
The autonumberer system has been improved.

• Previously: One autonumberer for all Proforma Invoices and one for all Invoices.
• Now: Multiple named autonumberers can be configured for Invoices and Proforma Invoices. The required numbering system is selected in the Invoicing Scheme.

With the release of version 6.3, we are focusing our main resources on developing new tools and supporting the latest branches of the system. As a result, we are updating the support format for older versions.
What this means:

• Version 6.0: Support will focus on maintaining basic system functionality. Bug fixes will be provided only upon request and if technically feasible.
• Other Versions: Full support for version 6.2 continues. Support timelines for other versions are outlined in the table below.

To take full advantage of the new Invoice and Proforma Invoice mechanisms, we encourage you to plan your upgrade to version 6.3. Our team is ready to assist you with the transition and ensure a smooth migration to the latest version.

If you have any questions about the functionality of version 6.3 or would like to discuss the support options for your current version, please don’t hesitate to contact us:

Email: info@hydra-billing.com