What is on this page, it contains information on each of the tabs within the Invoice Admin tab
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 an EMAIL or PRINT customer for their invoice.
If you select Email then remember to setup the customer contacts in the WMS system to receive the invoices.
Invoice Terms
Payment Terms
Include VAT
Stock Storage Invoice Period
Modification of a customer invoice Period will have unexpected results and is not recommended.
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.
Goods Out Invoices
This section is used in conjunction with the goods out charging tab, those options are displayed in the section below.
Goods Out Charging
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
Removing the unwanted charges in the Amend Invoices screen prior to the next invoice run.
Run an invoice manually and void prior to when you plan to start using this feature.
If the number of historical charges is likely to be very high, we recommend contacting the Support Team before adding any new charges.