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# 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.


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# 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__.


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# 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__.


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# 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__.


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# 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__.


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# Details in the document

## ${color}[#e45765](Header)

* ${color}[#1c5da9](Date) set default to today. User can change

* ${color}[#1c5da9](Company/Branch) select the company and branch to issue the billing statement.

* ${color}[#1c5da9](Customer) choose the name of the customer for which you want to issue a billing statement.

* ${color}[#1c5da9](Description) specify job description. to make it easier to come back to find documents in the future



## ${color}[#e45765](Item table)

* ${color}[#1c5da9](Document number) Invoice number (IV/IS), Debit note DN, Credit note CN will be automatically displayed when selecting the customer name.

* ${color}[#1c5da9](Salesperson) The name of the salesperson will be displayed automatically.

* ${color}[#1c5da9](SO) The sales order number will be displayed automatically.

* ${color}[#1c5da9](due) payment due date will be displayed automatically.

* ${color}[#1c5da9](Total) total price will be displayed automatically.

* ${color}[#1c5da9](Ret.) balance deducted from insurance will be displayed automatically.

* ${color}[#1c5da9](Payment) payment amount will be displayed automatically.



## ${color}[#e45765](End of document)

* ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. It will appear on the printed purchase order.

* ${color}[#1c5da9](Note [Internal]) description or additional information It will not appear on the printed purchase order.

* ${color}[#1c5da9](Attachment) attach relevant important documents such as invoices, delivery slips.