Customer Invoice Module

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. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

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.

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

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
• 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

• A standard invoice: This is a standard type of bill, which has no alteration and prerequisites
• A replacement invoice: Replacement invoice is a helpful feature to mitigate issues conducted on a previous invoice. Persistent mistakes on an invoice can be solved with a replacement invoice. However, the users need to remember the fact that only one replacement invoice can be created for each 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.

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

• Sales representatives can be added in different orders and in invoice lists.
• Tactic is also capable of creating invoices for payment that need to be done automatically with a payment link
• The customers can use the payment link to pay for the order that is already added in the generated PDF.
• If you want to change the percentage of discount, then you can achieve so by editing all the line at one time. There is no need of changing each line manually.
• 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”.
• 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.
• 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.