Customer Invoice Module - Revision history

N.paul: /* Other Information */

2024-10-28T06:02:49Z

Other Information

← Older revision		Revision as of 08:02, 28 October 2024
Line 78:		Line 78:
	* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.		* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.
	* The miscellaneous payments that your company manages through Tactic can be cloned. For cloning the miscellaneous payments, the users need to follow a few steps. The steps are billing/payment -> Miscellaneous payment -> list -> choose the concerned payment -> click on the “clone” option -> confirm by clicking on “yes”. Your payment will be cloned easily, and it will be created in the draft status.		* The miscellaneous payments that your company manages through Tactic can be cloned. For cloning the miscellaneous payments, the users need to follow a few steps. The steps are billing/payment -> Miscellaneous payment -> list -> choose the concerned payment -> click on the “clone” option -> confirm by clicking on “yes”. Your payment will be cloned easily, and it will be created in the draft status.

	Now you can add documents to your payments. For adding a document to the payment, all you need to do is to open the payment by going to home -> Billing and payment main menu -> choose the payment from any preferred submenu.

	~~Now when the payment card opens, you will find a Linked files tab at the top. You need to go to that tab and click on ‘browse’ to choose the local files from your system.~~

	~~Once you are done choosing the files, click on upload and your file will be uploaded and attached to the payment easily.~~

N.paul: /* Other Information */

2024-10-28T06:02:28Z

Other Information

← Older revision		Revision as of 08:02, 28 October 2024
Line 78:		Line 78:
	* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.		* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.
	* The miscellaneous payments that your company manages through Tactic can be cloned. For cloning the miscellaneous payments, the users need to follow a few steps. The steps are billing/payment -> Miscellaneous payment -> list -> choose the concerned payment -> click on the “clone” option -> confirm by clicking on “yes”. Your payment will be cloned easily, and it will be created in the draft status.		* The miscellaneous payments that your company manages through Tactic can be cloned. For cloning the miscellaneous payments, the users need to follow a few steps. The steps are billing/payment -> Miscellaneous payment -> list -> choose the concerned payment -> click on the “clone” option -> confirm by clicking on “yes”. Your payment will be cloned easily, and it will be created in the draft status.

			Now you can add documents to your payments. For adding a document to the payment, all you need to do is to open the payment by going to home -> Billing and payment main menu -> choose the payment from any preferred submenu.

			Now when the payment card opens, you will find a Linked files tab at the top. You need to go to that tab and click on ‘browse’ to choose the local files from your system.

			Once you are done choosing the files, click on upload and your file will be uploaded and attached to the payment easily.

N.paul: /* Making several invoices at once */

2022-12-27T07:20:52Z

Making several invoices at once

← Older revision		Revision as of 09:20, 27 December 2022
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	Commerce -> sales orders -> list -> click on check boxes of the orders that you would like to make invoices of -> choose an action -> click on the drop-down menu -> bill orders -> Confirm -> choose the preferences (yes/no) -> bill orders. All of the invoices will be added to the invoice module.		Commerce -> sales orders -> list -> click on check boxes of the orders that you would like to make invoices of -> choose an action -> click on the drop-down menu -> bill orders -> Confirm -> choose the preferences (yes/no) -> bill orders. All of the invoices will be added to the invoice module.



			[[File:Invoice_from_several_orders_1.PNG\|center\|link=]]




			[[File:Invoice_from_several_orders_2.PNG\|center\|link=]]




			[[File:Invoice_from_several_orders_3.PNG\|center\|link=]]




			[[File:Invoice_from_several_orders_4.PNG\|center\|link=]]




			[[File:Invoice_from_several_orders_5.PNG\|center\|link=]]

	= Other Information =		= Other Information =

N.paul: /* Different types of bills in customer invoice */

2022-12-24T06:05:24Z

Different types of bills in customer invoice

← Older revision		Revision as of 08:05, 24 December 2022
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	* A credit note: A credit note is an invoice, which is created to correct a standard invoice.		* A credit note: A credit note is an invoice, which is created to correct a standard invoice.
	* An invoice deposit: An invoice deposit is used for reducing amount of other invoices.		* An invoice deposit: An invoice deposit is used for reducing amount of other invoices.
			= Making several invoices at once =
			If you want to create several invoices at one time, you can complete that very easily with the help of Tactic. With the help of mass-action feature, you can complete the said action without many issues. The process of achieving the same is presented below.

			Commerce -> sales orders -> list -> click on check boxes of the orders that you would like to make invoices of -> choose an action -> click on the drop-down menu -> bill orders -> Confirm -> choose the preferences (yes/no) -> bill orders. All of the invoices will be added to the invoice module.

	= Other Information =		= Other Information =
	* Sales representatives can be added in different orders and in invoice lists.		* Sales representatives can be added in different orders and in invoice lists.

N.paul: /* Creation of invoice */

2022-12-23T07:36:04Z

Creation of invoice

← Older revision		Revision as of 09:36, 23 December 2022
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	[[File:Customer_invoice_3.PNG\|center\|link=]]		[[File:Customer_invoice_3.PNG\|center\|link=]]


			= Invoice template =
			Customer invoices are a subject to be documented via a PDF document. There are several PDF templates that can be used for generating an invoice. And you can also add date from/to in the invoice templates for your convenience in documentation. For adding “date from/to” to the invoice PDFs, the users need to follow these mentioned steps. Home -> setup -> modules & applications -> Financial modules -> invoices -> click on the cog sign -> go to complementary attributes (template invoices) -> new attribute -> fill all the important criteria -> save -> the new attribute will be saved, and it will be shown in the PDF templates.

	= Functionalities of invoice module =		= Functionalities of invoice module =

N.paul: /* Other Information */

2022-12-23T07:35:12Z

Other Information

← Older revision		Revision as of 09:35, 23 December 2022
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	* For the convenience of the users Tactic offers the convenience of adding product labels to the export fields while exporting an invoice. You only need to click on the option of product labels when trying to export an invoice.		* For the convenience of the users Tactic offers the convenience of adding product labels to the export fields while exporting an invoice. You only need to click on the option of product labels when trying to export an invoice.
	* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.		* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.
			* The miscellaneous payments that your company manages through Tactic can be cloned. For cloning the miscellaneous payments, the users need to follow a few steps. The steps are billing/payment -> Miscellaneous payment -> list -> choose the concerned payment -> click on the “clone” option -> confirm by clicking on “yes”. Your payment will be cloned easily, and it will be created in the draft status.

N.paul: /* Functionalities of invoice module */

2022-12-23T07:32:17Z

Functionalities of invoice module

← Older revision		Revision as of 09:32, 23 December 2022
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	* PDF generation and printing of invoices		* PDF generation and printing of invoices
	* Notes that are associated with any kind of payment can be edited. All that you need to do for editing out the notes is to open the payment card (choose the opening method based on the payment type you are opting for) and then go to “notes” tab. Click on the pen icon to start editing the payment notes, click on modify once it is done.		* Notes that are associated with any kind of payment can be edited. All that you need to do for editing out the notes is to open the payment card (choose the opening method based on the payment type you are opting for) and then go to “notes” tab. Click on the pen icon to start editing the payment notes, click on modify once it is done.
			* Please note that if you are trying to clone an invoice, the invoice module will ask for date, which you will have to incorporate properly in order to make the cloning successful.

	= Different types of bills in customer invoice =		= Different types of bills in customer invoice =

N.paul: /* Other Information */

2022-12-23T07:31:22Z

Other Information

← Older revision		Revision as of 09:31, 23 December 2022
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	* If the payment is completely done and payable amount is 0 then Tactic will automatically set the status if the invoice as “paid”.		* If the payment is completely done and payable amount is 0 then Tactic will automatically set the status if the invoice as “paid”.
	* For the convenience of the users Tactic offers the convenience of adding product labels to the export fields while exporting an invoice. You only need to click on the option of product labels when trying to export an invoice.		* For the convenience of the users Tactic offers the convenience of adding product labels to the export fields while exporting an invoice. You only need to click on the option of product labels when trying to export an invoice.
			* Payments can be completed with the help of online payment link. These payment links makes it easier for the customer to pay quickly without having to face much trouble. The link is generated automatically under each of the invoices. The link can be accessed by visiting Billing/payment (from main menu) -> customer invoice -> list -> choose the concerned invoice -> scroll down to the end of the page -> click on the link addressed as “URL for payment”. The payment window will open right away.

N.paul: /* Functionalities of invoice module */

2022-12-23T07:10:38Z

Functionalities of invoice module

← Older revision		Revision as of 09:10, 23 December 2022
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	* Following the status of open Invoices by email or SMS.		* Following the status of open Invoices by email or SMS.
	* PDF generation and printing of invoices		* PDF generation and printing of invoices
			* Notes that are associated with any kind of payment can be edited. All that you need to do for editing out the notes is to open the payment card (choose the opening method based on the payment type you are opting for) and then go to “notes” tab. Click on the pen icon to start editing the payment notes, click on modify once it is done.

	= Different types of bills in customer invoice =		= Different types of bills in customer invoice =

N.paul: /* Other Information */

2022-12-23T06:37:41Z

Other Information

← Older revision		Revision as of 08:37, 23 December 2022
Line 40:		Line 40:
	* Column template invoice in invoice list can be added as well.		* Column template invoice in invoice list can be added as well.
	* If the payment is completely done and payable amount is 0 then Tactic will automatically set the status if the invoice as “paid”.		* If the payment is completely done and payable amount is 0 then Tactic will automatically set the status if the invoice as “paid”.
			* For the convenience of the users Tactic offers the convenience of adding product labels to the export fields while exporting an invoice. You only need to click on the option of product labels when trying to export an invoice.