Invoice all your financial processes.

You can manage all the processes that require invoicing.

You can view your invoices from the Invoices page in the Finance module or as tabs on relevant other pages such as Purchase Orders or Work Orders.

You can perform bulk invoicing for your equipment in a way that suits your organizational structure or complete transactions on an equipment-specific basis.

Create a Invoice

You can create invoices from the Invoices page in the Finance module.

Invoice Type: By selecting from the defined Invoice Types, you can specify the type of the record you create.

You can define the invoice types you use for your organization in the Invoice Types page of the Tenant Settings module.

For the record you create, you have to:

Define a code.
Specify whether it's an 'incoming invoice' or 'outgoing invoice' type.
Add an invoice title in the description field.

Invoice Number: You need to add an invoice number to track invoices.

Business Partners: Specifies the business partner involved in the invoice.

Status: It shows the status and approval result of the invoice sent for approval.

For your invoices to be reviewed by the relevant departments, Approval Processes are crucial. 🙋‍♀️

Once the definitions are completed, the relevant fields will become visible.

Payment Method: Specifies the payment method for the invoice amount. Payment methods can include credit, transfer, cash, card or other options.

Currency: Specifies the currencies of countries.

Invoice Date: The date when the invoice was generated.

Due Date: Specifies the final payment dates, helping you manage your payment plans.

Tabs

Equipments

The equipment included in your invoice record is listed.

Additionally, you can access the invoice details for your equipment from the Equipment tab on the detail pages.

You can create a separate invoice record for each piece of equipment.

Furthermore, you can complete your bulk billing transactions by creating a single record for multiple equipment items. 💡

You can specify your pricing types for equipment with Amount Information in the 'actions' section.

Task / Note / Files

You can create tasks, add notes, and upload documents. It allows you to track your processes through the system, making your invoicing procedures easier.

How about creating an example "Amount Details" page?

As an example, let's create a traffic fine record for a rented vehicle.

First, we need to add a Pricing Type to the system to define how the traffic fine amount will be calculated. This way, the calculation method for the traffic fine amount will be specified.
To create calculation conditions, you first need to create a Calculation Scheme.
You can create the fields where you want to specify calculation conditions on the Calculation Scheme Conditions page.
Assign the calculation records you've created to the relevant values on the Calculation Scheme Assignment screen to ensure they are displayed.

Now your pricing is ready. 🎉
To complete a purchase transaction, you need to edit your record in the Equipment and Purchases modules to view the Equipment tab.

After viewing your equipment, you can access your pricing information from the Price Information in the 'actions' button.

Once you specify the relevant traffic penalty amount for your equipment, your invoicing process will be complete.

💡 Tip

Do you need more help? By contacting Fiona through the chat, you can get expert support.

Check Out Related Articles!