Articles on: Sales Module

Billing (BI)

Why do you need a billing (BI)?


  • To be used for the consolidated billing of a particular period, e.g. 1 billing invoice may consist of 5 invoices, etc., according to the agreed billing cycle.
  • Medium and large companies use the billing date as the starting date for counting the credit days of payment.




Action permissions


Create Billing Invoice (BI)


  1. Select the menu Sales and Sales.
  2. Press tab 3. Invoice
  3. Press the Create Invoice (BI) button.
  4. Fill in the details completely.
  5. Press Save.




Edit Billing Invoice (BI)


  1. Select the menu Sales and Sales.
  2. Press tab 3. Invoice
  3. Select the billing invoice (BI) that you want to edit.
  4. Press the action button ' ... ', select edit.
  5. Edit the information as needed.
  6. Press Save.




Print billing slip (BI)


  1. Select the menu Sales and Sales.
  2. Press tab 3. Invoice
  3. Select the billing invoice (BI) that you want to print.
  4. Press the action button ' ... ', select type.




Cancel the billing invoice (BI)


  1. Select the menu Sales and Sales.
  2. Press tab 3. Invoice
  3. Select the billing invoice (BI) that you want to cancel.
  4. Press the action button ' ... ', select edit.
  5. Press to the right of the save button, select Cancel.




Details in the document


Header


  • Date set default to today. User can change


  • Company/Branch select the company and branch to issue the billing statement.


  • Customer choose the name of the customer for which you want to issue a billing statement.


  • Description specify job description. to make it easier to come back to find documents in the future




Item table


  • Document number Invoice number (IV/IS), Debit note DN, Credit note CN will be automatically displayed when selecting the customer name.


  • Salesperson The name of the salesperson will be displayed automatically.


  • SO The sales order number will be displayed automatically.


  • due payment due date will be displayed automatically.


  • Total total price will be displayed automatically.


  • Ret. balance deducted from insurance will be displayed automatically.


  • Payment payment amount will be displayed automatically.




End of document


  • Note [Customer] description or additional information you would like to inform the customer. It will appear on the printed purchase order.


  • Note [Internal] description or additional information It will not appear on the printed purchase order.


  • Attachment attach relevant important documents such as invoices, delivery slips.

Updated on: 03/10/2022