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The key question on the page is whether this customer is an EMAIL or PRINT customer for their invoice.set to have Invoices Emailed or Printed. Please set the following option.
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If you select Email then remember to setup the customer contacts in the WMS system to receive the invoices. see See Vision Warehousing - Contacts. |
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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.
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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
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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. |
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Most customers have at least 2 two different outputs for their customers, generally these are.
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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
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CSV option as this will generate
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Carton Charge
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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.
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Goods Out Invoices
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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
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The other fields above are explained further in the expansion box below.
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Goods Out Invoice Options
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Charging Basis - when charging is implemented, the system will use the singles per case and cases per pallet from the product settings.
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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. |
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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 seperated 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.
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Options are the same as the Invoice Terms section above, you can jump there by clicking this please see the following link for more information | Invoice-Terms.
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