Scarpenter at 02:10, 27 July 2016

2016-07-27T02:10:46Z

Kberkidge: Created page with '===Immediate Invoices=== The system allows you to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending card…'

2012-07-06T04:38:10Z

Created page with '===Immediate Invoices=== The system allows you to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending card…'

New page

===Immediate Invoices===

The system allows you to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending cardlines. For example, if you sell a piece of hardware to a customer, you can create an immediate invoice to update the account balance and bill the customer immediately outside the invoice cycle without waiting for the bill run. You can then manage the invoice and receive payment against that invoice in the same way as other invoice functions.

When you create an immediate invoice, it will automatically allocate any pending cardlines held against the account to the new invoice, which may include cardlines created by the Billing and Rating engine for charges associated with services, product purchases, and ad hoc charges created manually.

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'''Note:''' You cannot create an immediate invoice if the account already has an existing pending invoice. Use the [[InvoiceManageInvoice|''Manage Invoice'']] function to add pending cardlines to the invoice.
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===To Create an Immediate Invoice===

# Select '''Customers''' > '''Customer List '''>''' '''from the '''Menu.''' The ''Customer List'' page will appear.
# Select the required customer account. The ''Account Summary'' tab page will display.
# Click the '''Pending Ledger Cardlines''' tab. The ''Pending Ledger Cardlines'' page will appear showing all unallocated pending ledger cardlines held against the account, with a ''Create Immediate Invoice'' button.
# If the account already has an existing pending invoice, the ''Create Immediate Invoice'' button will not appear. A message will appear at the top of the page stating that “Due to this account having a Pending Invoice, the 'Create Immediate Invoice' button has been disabled”.
# Click the '''Create Immediate Invoice '''button. The ''Pending Ledger Cardlines Create Immediate Invoice'' page will appear showing all cardlines that will be allocated to the new invoice.
# Enter an updated ''Issue Date'' if required. A calendar tool will appear to allow you to select the required invoice issue date. This date will appear on the Invoice as the ''Date of Issue''.
# Enter an updated ''Due Date ''if required. A calendar tool will appear to allow you to select the required invoice due date. This date will appear on the Invoice as the ''Payment Due Date''.
# Tick the ''Auto Approve'' check box if you want the invoice to be automatically approved, instead of being created in a Pending state to be managed manually.
# Click the '''Confirm & Create Invoice '''button. A message will appear at the top of the page stating that the invoice was created.
# Click the '''Cancel''' button to cancel the invoice creation.

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-===Immediate Invoices===
+{{DISPLAYTITLE: Immediate Invoices}}
 = Immediate Invoices =
-The system allows you to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending cardlines. For example, if you sell a piece of hardware to a customer, you can create an immediate invoice to update the account balance and bill the customer immediately outside the invoice cycle without waiting for the bill run. You can then manage the invoice and receive payment against that invoice in the same way as other invoice functions.
+The system provides the ability to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending cardlines. For example, if you sell a piece of hardware to a customer, you can create an immediate invoice to update the account balance and bill the customer immediately outside the invoice cycle without waiting for the bill run. You can then manage the invoice and receive payment against that invoice in the same way as other invoice functions.
 When you create an immediate invoice, it will automatically allocate any pending cardlines held against the account to the new invoice, which may include cardlines created by the Billing and Rating engine for charges associated with services, product purchases, and ad hoc charges created manually.
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+'''!! Important !!'''  You cannot create an immediate invoice if the account already has an existing pending invoice. Use the [[InvoiceManageInvoice|''Manage Invoice'']] function to add pending cardlines to the invoice.
 ===To Create an Immediate Invoice===

InvoiceImmeditateInvoice - Revision history

Scarpenter at 02:10, 27 July 2016

Kberkidge: Created page with '===Immediate Invoices=== The system allows you to create an ad-hoc or ''immediate'' invoice to create an invoice outside the regular bill run for any new charges or pending card…'