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. 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.
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
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.
Stock Storage Report Style
Most customers have at least 2 different outputs for their customers, generally these are
Detailled 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 an excel file for your customer which contains all the data.
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.