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Slide notes: In this tutorial we will consider the Direct Invoicing options for AR Debtors. This includes generation of Invoices and Credit Notes, and printing thereof.

 

 

 

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Slide notes: We start by opening the Help document.

 

 

 

Slide 4

Slide notes: Here we find an explanation of the options available, what they are for, and what to use when. We note that there are multiple Invoice types that are found in AR Debtors, for example Medical, Concrete, Retail, Hospital and others and all the 'other types' of Debtor Invoices are generated and printed in the originating Modules, outside of what we are  looking at now. The invoicing options we are considering here are for Direct Invoices, and Direct Invoices for AR Debtors are only for Charges raised by Journal, i.e. not yet included on another Invoice Type.

 

 

 

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Slide notes: Next, we look at 'on demand' Invoice or Credit Note for a selected Account.

 

 

 

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Slide notes: This option allows us to select an Account, and then raise an Invoice or Credit Note.

 

 

 

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Slide notes: Among the charges listed as not yet invoiced, we can toggle any charge for inclusion or exclusion by dbl-clicking on it. Should we want to raise a Credit Note, we will use the 'Change Invoice/CreditNote' function, which will switch off the Charges, and switch on the Credits for inclusion.

 

 

 

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Slide notes: When the correct items are shown as "yes" for inclusion, we may include also a standard invoice message and / or payment terms, and then choose the Print option to raise the Invoice or Credit Note.

 

 

 

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Slide notes: In this case, we have produced an Invoice. The charges listed on this Invoice will not be available for inclusion again on another Invoice, because they have now already been invoiced.

 

 

 

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Slide notes: For example, if we select the same Account again, we will see that there are now no items remaining that can be invoiced at the moment.

 

 

 

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Slide notes: Next, we have  a look at the Invoice Report option. The purpose of this Report is to reveal the Invoices that have been generated, for any selected Date Range.

 

 

 

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Slide notes: In this case, we are looking only at Invoices raised on 24 January.

 

 

 

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Slide notes: And the Report reveals 3 Invoices that have been raised. This Report is useful to use before performing printing or re-printing, so that we can see which ranges to select when we use the print option.

 

 

 

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Slide notes: So now we consider the Print option.

 

 

 

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Slide notes: We can perform printing or re-printing of 1 or a range of Invoices and Credit Notes, by choosing to select  1 of the options shown.

 

 

 

Slide 24

Slide notes: And in this case, we choose to print only 2 Invoices, by specifying the start and the end Invoice numbers.

 

 

 

 

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Slide notes: Now we have the choice whether to use HTML document model printing or Direct printing. The Direct print option is considerably faster than the other, but if the HTML option has a more suitable locally customized format, then it may be preferable.

 

 

 

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Slide notes: Once the choice is made, the printing will start.

 

 

 

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Slide notes: And now we are ready to consider the option for automatic generation of Invoices. Credit Notes cannot be generated automatically, and must be done by Account, on demand.

 

 

 

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Slide notes: We may select the Data Selector of our choice, and this choice will determine how the Debtor Accounts are selected. In other words, it can be performed for a selection of Accounts, according to our choice.

 

 

 

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Slide notes: We can also select the Period to generate for, and the Invoice Date to use.

 

 

 

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Slide notes: If we want, we can include a pre-selected Invoice Payment terms object.

 

 

 

 

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Slide notes: And likewise, optionally, we may choose to include a standard Invoice message also.

 

 

 

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Slide notes: The Data Selector kicks in, and depending on our choice of Data Selector, we may have runtime selection prompts.

 

 

 

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Slide 45

Slide notes: And the system then automatically generates Invoices for the selected Accounts, where there are charge items on the Account and that have not yet been included on an Invoice before.

 

 

 

Slide 46

Slide notes: And that concludes our discussion of the direct Invoice options for Debtors.