Why:

Insurance Invoicing allows the ‘Goods’ and tax to be separated on a workshop invoice between two parties, i.e. Customer and Insurance Company. There are some pre-requisites for this process to function:

•      The Order is raised under the Insurance Company’s account.

•      The insurance Company is set up as a VATABLE Customer.

•      The Customer account is ‘flagged’ as an Insurance Company.

•      Individual lines are NOT split between different Customers.

•      Markets must NOT run common Order/Invoice numbers.

 

Where:

From the Workshop Order View, open the order that you would like to invoice. When you have opened the order, select Order from the menu bar followed by Print > Invoice > Online. This will display a Split Invoice window. The top part of the screen will display the Insurance Company details for the goods to be charged too. The bottom half will allow a Customer number to be entered along with VAT contribution, any excess and any ‘betterment’ value.

 

How to Perform Insurance Split Invoicing:

Click OK to generate two unique invoice prints.

 

What else would you like to do?

Reprinting an Invoice.

 

Related Topics:

Batch Invoicing.

Invoicing a Workshop Order.

 

Set up:

Various parameters control the layout of an invoice print and the information that it contains. A new field has been added to the Customer File to indicate that the Customer is an Insurance Customer.

A new parameter 910 114 has been created for FUTRAT to balance out any insurance postings for excess, betterment and tax.