Formation rules determine how the invoice will be formed. To create an invoice, you need to include the component details and the order of the components. For example, components can be principal, interest, and fees.
You can add formation rules for:
Periodic invoice,
Premature repayment invoice.
To add the formation rules, click Add and enter the following information:
Component
List
Select a component that you want to add to the invoice.
Source name
Text
This field is read-only. The source of the component is filled automatically according to the component you select.
The following screenshot shows sample rules for the Periodic invoice tab:
The following screenshot shows sample rules for the Premature repayment invoice tab:
Click Add to add more rules and click the cross icon to remove the rules. To change the order that the components appear on the invoice, drag the hamburger icon up or down.
