What is on this page, it contains information on each of the tabs within the Invoice Admin tab
| Table of Contents | ||||
|---|---|---|---|---|
|
...
Imported Data Invoicing
When opening the tab you will be on the Imported data invoicing tab the page is broken up into a number of sections.
The key question on the page is whether this customer is set to have Invoices Emailed or Printed. Please set the following option.
...
| Tip |
|---|
If you select Email then remember to setup the customer contacts in the WMS system to receive the invoices. See Vision Warehousing - Contacts. |
...
Invoice Terms
Payment Terms
There are two options that can be used.
Add days to the invoice date - you then need to enter the number of days.
End of the next month following invoice date.
These will be used to calculate the due date for the invoice which may be on your invoice template along and it may also be required of your finance system output.
Include VAT
It is not always 100% clear whether sales tax or VAT is to be charged on specific invoices, and customers outside of your home country may be exempt from sales tax / VAT for some charges.
| Tip |
|---|
Please ensure this is TICKED by default and only have this unchecked if you are 100% sure you can raise invoices for your customer without sales tax / VAT. |
Stock Storage Invoice Period
| Warning |
|---|
Modification of an existing customer invoice Period will have unexpected results and is not recommended. Only set this for a new customer. A potential solution would be to set up a new account for the Customer and migrate stock across to the new account. If in any doubt please contact the Vision Support Team via the support portal. |
Stock Storage Report Style
Most customers have at least two different outputs for their customers, generally these are.
Detailed Invoice - this will be an invoice with every single line for each charging period shown on the invoice. We would recommend you consider the summary invoice which groups everything.
Summary Invoice - it is advisable that is you are sending the summarised template that you also tick the email CSV option as this will generate a file you can open within Microsoft Excel file containing the invoice detail.
Carton Charge
To have a Carton Charge set, the Customer must have 'Bottle Picking' enabled on their account. You can then specify a Carton Charge Per amount which would normally be set to either 6 or 12. Which is the size of the container used for any loose singles on an order.
...
...
Goods Out Invoices
...
This section is used in conjunction with the goods out charging tab, those options are displayed in the section below. https://visionsoftware.atlassian.net/wiki/spaces/VINVOICING/pages/2460975113/Invoice+Admin#Goods-Out-Charging
If you select “Invoice” for one of the goods out invoice types you need to use the goods out charging tab to setup the respective rates which will be charged.
The other fields above are explained further below.
| Expand | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||||
Goods Out Invoice Options
|
Charging Basis - when charging is implemented, the system will use the singles per case and cases per pallet from the product settings.
...
Goods Out Charging
| Warning |
|---|
BEFORE you switch on any existing Customer, BE AWARE that any charges not already processed will be processed with the next invoice run! This could go back several years. You can avoid this by either.
If the number of historical charges is likely to be very high, we recommend contacting the Support Team before adding any new charges. |
...
| Tip |
|---|
You can only configure an item if it has been switched on in the imported data invoicing tab. |
You will have to setup the charging for each type you selected on the previous tab, select the first of the available invoice categories and setup the charging.
From the example above you can setup banded charging or just a straight charge for all items, you only need enter a new line when you are banding the charges and you simply enter the start number and the system should default all the other fields to the correct ranges.
Charging can be separated here for manually processed orders and those which are received via EDI or VCIS to allow you to encourage customers to send orders electronically.
Document Charges option
If you select the Document Charges type, you will have to select which type of order the charge is to apply to. Using the drop-down control to choose an Order Type and then set up a different set of Charge Bands for each Order Type.
Manual Invoicing
This tab applies to those invoices which are generated from the invoicing system itself.
...
Options are the same as the Invoice Terms section above, please see the following link for more information | Invoice-Terms.
Other Tabs
| Child pages (Children Display) | ||||
|---|---|---|---|---|
|