Why:
The supplementary invoicing routine can be used to create additional invoices after the primary vehicle invoice has been raised. For example, the routine can be used to invoice a customer for an item that was not included on the original invoice.
Where:
On the Vehicle Order workbench highlight the vehicle order you wish to work with. Right-click and select Invoice, then select Supplementary. Note that you may only select invoiced vehicles on which costs have not been flagged as fully allocated.
How to Work With Supplementary Invoicing:
Enter the required customer number and click Validate. This will bring up the customer name and address details. Enter the invoice date and a customer reference, if required. Depending on the setup of your system entry of alternate currency, payment terms and language may be required.
It is possible to enter invoice amounts against the vehicle chassis, or any of the other charge headings.
Payment Code and Account Code default from those entered in the vehicle order’s Financial Details window. TAX codes default from the Vehicle Order Default Payment and Account Codes table. These values may be overridden. Headings for other charges 4 – 6 are pulled from the Financial window. If no headings exist for these items, they may be entered here.
You may also invoice additional extras by clicking File > New or the New icon. On invoice completion, these items are added to the Extras window.
To add an extra, enter the required description, values and Account Code. Payment Code and TAX Code default from the Vehicle Order Defaults table but may be overridden. If you have added an extra in error, it can be deleted by highlighting it and clicking Edit > Delete or the Delete icon.
For each vehicle chassis, other charge or extra item you can enter Estimated Cost and Invoice values. These values are added to the Estimated Cost and Invoice values in the vehicle order’s Financial window when the invoice is completed.
If the facility is enabled to update actual costs to the financial interface, you may also enter values in the Actual Cost fields.
You may also enter any text that you wish to print on the invoice. The text includes any text lines from the vehicle order’s Free Format Invoice Text window. Click OK to print the invoice, or Cancel to abandon the routine.
Depending on the setup of your system, you may be prompted to enter a delivery date.
Related Topics: