Accounts Receivable Menu -> Credit Invoicing -> Credit Invoices -> Invoice Details -> Invoice Totals and Services
Once the invoice header has been completed and the product details completed in Invoice Details, this Invoice Totals screen can be completed to finish the invoice.
The Invoice #, Customer # and name display for easy reference.
The prompts are:
SERVICES Window
Window to enter any additional charges, such as Pickup, Sharpening
or Cleaning.
Note: This is display only for W.O. Invoices.
Check the box in the Add field to include the services,
and enter the correct Quantity with the unit Each
amount as prompted.
The Extended amount is calculated as QTY * EACH and displays
on the screen.
If this service does not prompt for a quantity, then each amount
becomes the Extended amount and the resulting document does not
show a quantity on the printed form (leaves a blank) in the
quantity field.
Notes can be entered for each service. These Notes can be
flagged whether to Print on the document.
Click OK to accept the service selection.
Any service records not checked will not be billed on the
invoice.
If the Services window is accessed a second time, now the screen displays only the selected services to be charged.
Additional services can be selected from the Service Search window.
Enter the quantity and the unit each amount. The extended amount
will calculate as QTY * EACH and displays on the screen.
If this service does not prompt for a quantity, the each amount
becomes the extended amount.
Note: If the Services are being viewed for a Work Order Invoice, this window is display only and the services cannot be changed.
Over-ride Security:
If a service is changed or deleted from a document a reason code
may be required as outlined in Prompt for
Reason Code.
The invoice total can optionally be automatically rounded to the nearest 5, 10, 25, 50 or 100 cents as defined in the Company Invoice Parameters using a Service Code to absorb the rounding difference.
The ‘Apply Contract Deposits’ flag in the Company Billing Parameters can be set to cause the
deposit on the contract to be applied against interim invoice
billings generated from Cycle Billing or
from Bill a Single Contract instead of
holding it until the Rental Return.
On an interim cycle billing if the contract deposit exceeds the
invoice total, a partial deposit amount is applied.
On a rental return if the customer has paid too much deposit, when
this amount is accepted a refund will be issued as the Balance
Due.
A window is provided to review deposit history for this document as outlined in Deposit History.
Note: If this invoice is the results of a rental return, a company Company Security Parameters can be set to control whether the operators have the ability to change the amount of the deposit used against a Rental Return Invoice. The security control settings include:
Trade Discount percents can be given to specified customers on
equipment rentals, taxes, and the damage waiver, when the invoice
is paid by the Discount Date according to the Terms code. Specific
Product Classes, and Rate Code levels can be flagged to disallow
Trade Discounts.
For more information on this feature refer to the Trade Discounts.
Security:
The ability to modify this field can be controlled by the 'Permit'
flag set on Invoice - Trade Discount, Totals in the Security Role Permissions for the role assigned to
the operator.
Uncheck this box if this invoice is already paid or is to be
paid now.
If the customer is set to be a Cash customer in Customer Information, then this invoice should not
be put on account.
Cash Short:
Sometimes a Cash Customer is unable to pay the invoice at this
time.
Security:
Only operators with Security Role permission as defined in the
Company Invoice Parameters, can charge an
invoice for a Cash customer.
If the operator does not have a Security Role that enables Allow
on Account, the password must be entered as outlined in
Authorization Required.
The option to put "Cash Short" invoices on Hold can also be set
in the Company Invoice Parameters.
If the Hold option is used and an invoice for a Cash Customer is
put On Account, the following prompt appears:
Uncheck this box to activated the "Cash Short" processing.
This means that a Bad Risk record is written for the customer in
Bad Risk Customers.
The statements flag is set to print in Customer Information, and that the Customer
Next Call Date is set to the date of the Cash Short Invoice
in Log Collection Calls to remind the
collection clerk about this customer.
Security:
The ability to modify this field can be controlled by the 'Permit'
flag set on Invoice - Terms Code, Totals in the Security Role Permissions for the role assigned to
the operator.
This field is skipped for Cash Customers.
Any outstanding balance not covered by the On Account amount, is
displayed.
Enter the payment methods and amounts in the window as outlined in
Invoice Payment window.
Refund by Texada Pay:
With Texada Pay if the
'Refund Existing Payment Only' control is activated in the
Texada Pay configuration, a one-time refund
can only be given if it is less than or equal to an existing
deposit transaction amount.
Some clearing houses will not approve a refund unless the original
payment has been processed and approved so if a refund cannot be
processed immediately the operator is given the option to add the
Refund Request to the TP Pending Refund
Queue table to be re-submitted to the clearing house at a later
time.
Check this box to flag this invoice 'On Hold' to prevent
posting.
Uncheck this box to release the hold flag on this invoice so it
will be posted in the next Daily Close
1.
Note: If the Invoice is already On Hold, and the operator does not have the ability to over-ride date range but the invoice date is out of the current date range for RSIH in Date Range Control, this "On Hold" check box is disabled and the Hold/Release Current Invoices utility must be used to remove the hold flag.
Check this box to print this invoice now.
If the invoice is for a customer that is being monitored and
requires Daily Close 1 Approval, the products will be listed
on the document with no pricing or totals until the invoice has
been approved in the Daily Close Invoice
Approval utility, with the exception of W.O. Invoices.
W.O. Invoices do print the amounts and totals for the service
performed but the invoices will still be flagged On Hold for the
Daily Close Invoice Approval alert.
Uncheck this box to skip printing this invoice at this time.
The invoice can always be reprinted later by selecting Print Invoices.
The Email option is not available for Cylinder Invoices, Operator Charge Invoices, or for Point Of Sale Invoices using a Slip Printer as explained below.
Check this box to email this invoice now to the appropriate
contacts as flagged in the Contact
Information for this customer/site, using the Compose Email tool.
If the invoice is for a customer that is being monitored and
requires Daily Close 1 Approval, the products will be listed
on the document with no pricing or totals until the invoice has
been approved in the Daily Close Invoice
Approval utility with the exception of W.O. Invoices.
W.O. Invoices do print the amounts and totals for the service
performed but the invoices will still be flagged On Hold for the
Daily Close Invoice Approval alert.
Uncheck this box to skip emailing this invoice at this time.
The invoice can always be emailed to the contacts later from the
Print Invoices utility.
Note: If both the Print and the Email boxes are checked, and the print output selection is to Email as PDF then the document is emailed to the Contacts and to prevent duplication the 'Email as PDF' is ignored.
Using the Slip Printer for Point Of Sale Invoices:
The Point Of Sale Invoices can print the
invoice using a Slip Printer.
A Slip Printer is a small 40 character serial printer, which prints
receipts. Typically, two part blank paper (usually on a roll) is
used. The software prints your company's name and address, and the
invoice information on the blank paper. The slip can be torn off
when it finishes printing, for the customer's copy.
Marketing Comments will print on the slip at the end of the
bill.
Check with Texada Support to determine the best type of printer to purchase, to make sure the slip printer will be compatible.
The internal instruction for the Slip Printer can be setup by
operator in Operators or can be set to
default by division as setup in the Divisional
Printing Parameters.
For further details on setting up the Slip Printer on the Windows
terminals, refer to Slip Printer
Set-Up.
Once set, Point Of Sale Invoices will ALWAYS print with the Slip Printer for each operator/division which uses the Slip Printer feature, and no emailing will be initiated.
ACTIONS:
Additional actions provided by buttons on
the Invoice Totals screen include:
Texada Pay must be active and configured
to use Global Payments.
If the customer does not subscribe to Texada Pay a link to the
website for more information on this feature is included in the
email.
On Account Customer Invoice - email request for payment:
To email a request for payment where the invoice is being paid On
Account, the invoice must be posted.
When the EMAIL FOR PAYMENT button is clicked and the
'Invoice Summary & Totals' screen is accepted for an On
Account invoice with no unpaid balance, the prompt to capture the
customer email is triggered displaying the default Contact address
for this customer with the ability to over-type it.
When this is submitted a message is returned that the email will be
sent requesting payment for the full On Account invoice balance at
the time the invoice is posted through Daily
Close 3: Post Invoices.
After the invoice is posted when the customer receives the email
and makes the payment via an email response using a Texada Pay
Credit Card or TP Banking information the invoice is automatically
paid as displayed in Customer Account
Inquiry and the payment history can be viewed in the Payment Details window.
A receipt is emailed back to the customer address and the Texada
Pay payment transactions are eligible to post to the G/L in the
next Post Customer Payments run for the
invoice currency.
Note: This button is disabled for Zero dollar invoices, Paid invoices, Credit invoices, Approval Pending invoice and for Cash customers when the "Allow On Account For Cash Customers" flag is NOT set to H in the Invoice Parameters.
Key Performance Indicators:
Click the PERFORMANCE button on the document totals
screen to report on the issues in each document, as outlined in
Performance Question by Document.
This button is only visible on the document if there are active
Performance Questions for the document date setup in
Performance Questions.
Note: This feature does NOT apply to Point Of Sales Invoices, Rental Return Invoices, Cycle Billed Invoices, or Work Order Invoices.
Generate a Texada Web Task:
Click the CREATE TASK button on the document totals
screen to enter the dates for a Task as outlined in Task Due Date and Start/End Dates.
This Task will be scheduled on Texada Web -> Tickets -> Task
Tickets List.
| Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |