Configuring your Customer’s Invoices Aaron Armstrong Kacie Johnson

Agenda Customer Billing Setup Overview Statement Letters Scheduling Invoice Extras Activity

Customer Billing Setup Overview

Invoice to Department Multiple departments under a Customer can be invoiced to the same department If Invoice to Department is different = Revenue split

Invoice Style How will the Customers invoice look? If nothing is selected, Avionté’s default invoice will take place Can get additional invoice styles created HOWEVER….

Invoice By Options – Separate By Select the items in which you want the system to separate the invoices by Each separate invoice will generate a new invoice number

Separate By Invoice View

Invoice By Options: Group By Select entities to display as a group on the invoice Grouping is done sequentially by the order in which the options were chosen

Group By Invoice View

Invoice By Options: Sort By Check the items to sort the invoice by The selections should be made in the order in which you want the invoice to be sorted by

Sort By Invoice View

Invoice without any selections

Invoice By Options: Display Items Any additional items you want to be displayed on the invoice

Invoice By Options: Display Items

Invoice Options Email Invoice to Enter the email address of a person responsible for receiving the invoice for this customer

Emailing Invoices from Billing

Invoice Options Include Past Invoice Choose YES to include a past unpaid invoice with the current invoice otherwise choose NO

Invoice Options Print Invoice If an email was entered but the invoice is still to be printed, choose YES otherwise choose No

Invoice Options Show Daily Hours Choose YES to include daily hours on the invoice, otherwise choose NO Customer > Sales & Service > Service Tab

Show daily hours on invoice

Invoice Set Up Extras Overview

Statement Letter

Statement Letter

Statement Letter Options Include Finance Charges Check this option to apply finance charges and include them in the billing statement letter Charging a fee for paying late or past net time Increase Balance Amount Due If the Include Finance Charges option is selected, check this option to increase the invoice balance with any finance charges that apply If you don’t check this box it will not say they actually owe this money Finance Charge Percent If finance charges are being applied and the include Finance Charges option is selected, enter the finance charge percent Net 10 days, after 10 days it will charge whatever % is entered then wont charge again until 30 days later Monthly charge

AR Statement with a Finance Charge

Statement Letter Options Automatically Email Monthly Statements Choose this option to automatically email the billing statements on a monthly basis Only if there is a balance Day of Month To Send Enter the day of the month to email the monthly statements Valid values are 1-31 Email Statements To Enter valid emails to which the billing statement is to be sent

Billing & Scheduling

Billing & Scheduling

Billing & Scheduling Billing Period Billing Cycle Payment Terms Weekly Biweekly Semi-Monthly Billing Cycle 1 or 2 (Biweekly) 1,2,3,4 or Last week (Monthly) Payment Terms Max Invoice Amount Need to have Separate By “Max Invoice Amount”

Adding payment terms

Supplier Properties RemitToStaffingSupplierAddressInInvoice Specifies the “remit” to address that is on the invoice RemitToStaffingSupplierNameInInvoice Specifies who the “remit” to supplier is on the invoice

Cardview Create a bill-only transaction and in Invoice text in Cardview, include the name to display on the invoice. This will then display differently than the other transactions on the invoice.

Activity

Question #1 Invoice Separate By What feature do I use if I want an individual invoice for every employee? Invoice Separate By

Question #2 Where do I go in Avionté to add display items not available in the Billing Setup grid? Admin Tools

Question #3 Generate Daily Time box checked What two things do I need to do if I want Daily Hours to display on the Invoice? Generate Daily Time box checked Customer > Sales & Service > Service Include Daily Hours set to Yes Customer > Back Office Setup > Billing Setup

Question #4 True or False: Finance charges automatically are added to the total due on an invoice False

What happens if nothing is chosen for your invoice style? Question #5 What happens if nothing is chosen for your invoice style? The Avionté default invoice style will apply

Questions