Invoicing Module Set Up

1. Reference Files

There are no specific reference files for this module but related references are required.

More>>Reference files>>Debtors

A Debtor must be attached to the Department Hierarchies.

When a Department hierarchy is associated with an asset, the Debtor is also attached with associated invoicing details.

GST: More>>Reference files>>Administration>>Company Details>>GST Set Up

Financial Periods: More>>Reference files>>Administration>>Company Details>>Period

2. Parameters

More>>Parameters

2.1 Flags and Settings

More>>Parameters>>Flags & Settings

Each of these settings has a tool tip describing their effect

3. User Rights

More>>User Rights

User Rights 90-90.05 control access and use of the module.

4. Templates

More>>Templates

•R&M Invoice. This is used when invoicing R&M jobs directly from the R&M module

•Booking Invoice. This is used when invoicing Hire Bookings directly from the Hire module

•Invoice Email

End of Chapter