9.5 Invoices
The billing module is useful for managing the administrative part in vtenext (amounts to be paid, closed invoices, outstanding invoices) and keeping all the customer history in one platform.
The module can be used independently from the Quotes module. Companies often prepare very accurate quotes with long product descriptions, while invoices are almost always summary descriptions indicating amounts and payment methods.
The Create Invoice button from the sales order or quote master (Other menu) will open with the invoice already attached, proposing the same content.
|
Subject |
Invoice name |
|
Sales order |
Link field to the original sales order |
|
Customer Number |
If the customer has an internal code |
|
Invoice date |
Each invoice must have a date |
|
Payment due date |
Due date for payment of this invoice |
|
Purchase Order |
Reference to the customer's purchase order, if any |
|
Manufacturing tax |
Information on manufacturing taxes |
|
Sales Commissions |
Any sales commission |
|
Account Name |
Link to the customer company |
|
Status |
Important for knowing the state of progress of the invoice. The statuses can be freely set by the system administrator |
|
Assigned to |
User who manages the invoice, by default the person creating it |
The invoice can be exported to PDF according to the available templates: see PDF Maker chapter.