Difference between revisions of "Customer Invoice Module"
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= Introduction = | = Introduction = | ||
''A customer invoice is considered to be “a binding settlement of outstanding amount”. A customer invoice is created after the shipping confirmation of goods or after the performing confirmation of a service. An invoice can contain invoice amount, details and shipping addresses of the customers, payment terms and details of the supplier. Tactic provides the users with an opportunity of managing two types of invoices at the same space, without having to be worried about security. These two types of invoices are, Customer invoice and vendor invoice. This page contains a discussion on Customer invoice module that can be found in Tactic. '''Billing''' module of Tactic provides the opportunity of creating invoices from customer or vendor sheet within a few easy steps. The management of invoices help in generating PDF files for each of the invoice, which enhances users’ experience. | |||
= Installation = | = Installation = | ||
Revision as of 12:09, 20 December 2021
Introduction
A customer invoice is considered to be “a binding settlement of outstanding amount”. A customer invoice is created after the shipping confirmation of goods or after the performing confirmation of a service. An invoice can contain invoice amount, details and shipping addresses of the customers, payment terms and details of the supplier. Tactic provides the users with an opportunity of managing two types of invoices at the same space, without having to be worried about security. These two types of invoices are, Customer invoice and vendor invoice. This page contains a discussion on Customer invoice module that can be found in Tactic. Billing module of Tactic provides the opportunity of creating invoices from customer or vendor sheet within a few easy steps. The management of invoices help in generating PDF files for each of the invoice, which enhances users’ experience.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup –> Module. The users then need to click on Activate. The modules will be activated after completing this step.
Creation of invoice
Billing module need to be selected for proceeding with the process of creating invoice. New invoice option need to be selected. All the required criteria need to be filled for keeping all the important information related to the invoice. However, the user need to select if the invoice is associated with a customer or a vendor.
Functionalities of invoice module
Invoice module of Tactic provides a number of useful functionalities such as
- An Admin can set the email that will be sent, accompanied by the invoice.
- Closing invoice by automatically changing it to the paid status once the bank has processed the SEPA file.
- Reusing a credit note into another invoice to reduce the remaining amount to pay.
- Exporting invoices into the ledger of the accounting module to get your accountancy done automatically in just a few clicks.
- Following the status of open Invoices by email or SMS.
- PDF generation and printing of invoices
