Invoice Admin
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 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 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.
Carton Charge
– needs updating --
Goods Out Invoices
This section is used in conjunction with the goods out charging tab, those options are displayed in the section below. 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 in the expansion box below
Goods Out Charging
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 here for manually processed orders and those which are received via EDI/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, you can jump there by clicking this | Invoice-Terms
Other Tabs
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