What is on this page, it contains information on each of the tabs within the Invoice Admin tab
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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 CSV option as this will generate a file you can open within Microsoft Excel file containing the invoice detail.
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The CSV option is only available when you select EMAIL for the customer output, it is not available when you select print. |
You may find you can see both the standard templates along with your specific templates, when it is your specific templates you will also find that these begin with your customer code.
You may also find that there is a report named “…..details with valuation” this report is for use when you utilise the LWIN valuation system (this is a seperate module) for annual invoice private customers whereby the system will retrieve the current mid market value for the LWIN products and place this onto the invoice for the customer. It is not designed for trade customers and may not work as expected. |
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IMPORTANT WARNING. To prevent this from occurring, you have two options:
If you anticipate a significant number of historical charges, we strongly recommend reaching out to 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. |
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