Invoice profiles need to be set in the Company Record so that invoices are generated based on in-house procedure or customer requirements.
Go to the Company Record:
- Click in the Customer tab
- The Invoice Profile will be displayed. This allows invoices to be created at various times for different customers, e.g. invoice every sales order or invoice once a month.
- Click on the drop down to view alternative Profiles
No Invoice Profile – Default generated when company is created
Merged Invoice – Consolidated Invoice(Despatched Lines only) – If choose this option, select how often you want the invoices to be consolidated from Invoice Date Profile
Single Invoice by Sales Order - (Despatched Lines only) – Invoice every sales order
Single Invoice by Despatch Note - (Despatched Lines only) – Invoice after order despatched
Single Invoice by Fully Despatched Sales Order –No lines will appear to be invoiced until all lines have been Despatched
Merged Invoices by Location - Prima will produce a separate invoice per delivery location
Merged Invoices by Cost Centre - Prima will produce a separate invoice per Cost Centre
Merged Invoices by Cust. Department - Prima will produce a separate invoice per Customer Department
Merged Invoices by Cust. Reference - Prima will produce a separate invoice per Customer Reference
Invoice Date Profile
Standard – Default generated when company is created. You decide upon when you wish to Invoice the client.
The following should be selected for the Merged Invoice Profile:
- Weekly
- Fortnightly
- Monthly
Next Invoice date should be set to weekly/fortnightly/month but left as 1900 if standard in voice date profile is chosen.
Invoice Report – Bespoke reports can be generated for clients and can be assigned. Invoice department can then search against this, to generate any relating reports.
Invoice Medium – Choose from drop down list how customer prefers to receive their invoice. i.e. search for medium – Email and Email to clients through Prima.
Pricing Print Type - Standard will show the qty, the cost, discount and final selling price. RRP will show the RRP less discount from RRP and final selling price. Nett Price will just show the selling price to the customer, it will not show any discount.