1. Configuring your Customer’s Invoices
Aaron Armstrong
Kacie Johnson

2. Agenda Customer Billing Setup Overview Statement Letters Scheduling
Invoice Extras
Activity

3. Customer Billing Setup Overview

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

6. 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….

7. 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

8. Separate By Invoice View

9. 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

10. Group By Invoice View

11. 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

12. Sort By Invoice View

13. Invoice without any selections

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

15. Invoice By Options: Display Items

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

17. Emailing Invoices from Billing

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

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

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

22. Show daily hours on invoice

23. Invoice Set Up Extras Overview

24. Statement Letter

25. Statement Letter

26. 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

27. AR Statement with a Finance Charge

28. Statement Letter Options
Automatically Monthly Statements
Choose this option to automatically
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 the
monthly statements
Valid values are 1-31
Statements To
Enter valid s to which the billing
statement is to be sent

29. Billing & Scheduling

30. Billing & Scheduling

31. 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”

32. Adding payment terms

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

34. 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.

35. Activity

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

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

38. 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

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

40. 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

41. Questions