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Configuring your Customer’s Invoices Configuring your Customer’s Invoices

Configuring your Customer’s Invoices - PowerPoint Presentation

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Uploaded On 2018-10-12

Configuring your Customer’s Invoices - PPT Presentation

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

billing invoice finance options invoice billing options finance include statement choose email charge charges separate customer monthly daily amp

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Presentation Transcript

Slide1

Configuring your Customer’s Invoices

Aaron Armstrong

Kacie JohnsonSlide2

AgendaSlide3

Customer Billing Setup OverviewSlide4
Slide5

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 NOSlide19
Slide20

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