Aaron Armstrong Kacie Johnson Agenda Customer Billing Setup Overview Invoice to Department Multiple departments under a Customer can be invoiced to the same department If Invoice to Department is different Revenue split ID: 688258
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Slide1
Configuring your Customer’s Invoices
Aaron Armstrong
Kacie JohnsonSlide2
AgendaSlide3
Customer Billing Setup OverviewSlide4Slide5
Invoice to Department
Multiple departments under a Customer can be invoiced to the same department
If Invoice to Department is different = Revenue splitSlide6
Invoice StyleHow will the Customers invoice look?
If nothing is selected, Avionté’s default invoice will take place
Can get additional invoice styles created
HOWEVER….Slide7
Invoice By Options – Separate By Select the items in which you want the system to separate the invoices byEach separate invoice will generate a new invoice numberSlide8
Separate By Invoice ViewSlide9
Invoice By Options: Group BySelect entities to display as a group on the invoice
Grouping is done sequentially by the order in which the options were chosenSlide10
Group By Invoice ViewSlide11
Invoice By Options: Sort ByCheck the items to sort the invoice by
The selections should be made in the order in which you want the invoice to be sorted
bySlide12
Sort By Invoice ViewSlide13
Invoice without any selectionsSlide14
Invoice By Options: Display ItemsAny additional items you want to be displayed on the invoiceSlide15
Invoice By Options: Display ItemsSlide16
Invoice Options Email Invoice to
Enter the email address of a person responsible for receiving the invoice for this customerSlide17
Emailing Invoices from Billing Slide18
Invoice OptionsInclude Past Invoice
Choose YES to include a past
unpaid
invoice with the current
invoice otherwise
choose NOSlide19Slide20
Invoice Options Print Invoice
If an email was entered but the invoice
is
still to be printed,
choose
YES
otherwise
choose
NoSlide21
Invoice OptionsShow Daily Hours
Choose
YES
to include daily hours on the
invoice, otherwise choose
NO
Customer > Sales & Service > Service TabSlide22
Show daily hours on invoiceSlide23
Invoice Set Up Extras OverviewSlide24
Statement LetterSlide25
Statement Letter Slide26
Statement Letter Options Include Finance Charges
Check this option to apply finance charges and
include them in the billing statement letter
Charging a fee for paying late or past net time
Increase Balance Amount Due
If the
Include Finance Charges
option is
selected, check this option to increase the invoice
balance with any finance charges that apply
If you don’t check this box it will not say they actually
owe this money
Finance Charge Percent
If finance charges are being applied and the include
Finance Charges option is selected, enter the finance
charge percent
Net 10 days, after 10 days it will charge whatever % is
entered then wont charge again until 30 days later
Monthly chargeSlide27
AR Statement with a Finance ChargeSlide28
Statement Letter OptionsAutomatically Email Monthly Statements
Choose this option to automatically email
the billing statements on a monthly basis
Only if there is a balance
Day of Month To Send
Enter the day of the month to email the
monthly statements
Valid values are 1-31
Email Statements To
Enter valid emails to which the billing
statement is to be sentSlide29
Billing & SchedulingSlide30
Billing & SchedulingSlide31
Billing & SchedulingBilling Period
Weekly
Biweekly
Semi-Monthly
Billing Cycle
1 or 2 (Biweekly)
1,2,3,4 or Last week (Monthly)
Payment Terms
Max Invoice Amount
Need to have Separate
By “Max Invoice Amount”Slide32
Adding payment termsSlide33
Supplier Properties RemitToStaffingSupplierAddressInInvoice
Specifies the “remit” to address that is on the invoice
RemitToStaffingSupplierNameInInvoice
Specifies who the “remit” to supplier is on the invoiceSlide34
CardviewCreate a bill-only transaction and in Invoice text in Cardview, include the name to display on the invoice.
This
will then display differently than the other transactions on the invoice.Slide35
Activity Slide36
Question #1
Invoice Separate BySlide37
Question #2
Admin ToolsSlide38
Question #3
Generate Daily Time box checked
Customer > Sales & Service > Service
Include Daily Hours set to Yes
Customer > Back Office Setup > Billing SetupSlide39
Question #4
FalseSlide40
Question #5
The Aviont
é default invoice style will applySlide41
Questions