Billing Management
Da itm wiki.
Versione del 23 mag 2018 alle 11:03 di Francesco.bertuletti (discussione | contributi) (→Create a Billing schedule)
All the functions present enable an application manager to set:
- Create a Billing schedule
- Managing Invoice
- Managing Credit Notes
Create a Billing schedule
Billing schedule is a function that analyse the itmSUITE® database of Sales Contract and Timesheet to create the possible invoice to send at the client.
The driver used by the system to select the document are:
- Stand Alone contract
- Sales contract connected to a Service or a Project
- Timesheet with 'operating status' in Approved or Declared and that has been set as Billable by the Manager. Manager set the billability of the Timesheet setting the Adm. Status equal to "Billable"
Managing Invoice
- Create an Invoice
- Print the invoice
- Finalize an Invoice
Managing Credit Notes
Credit note are created from an issued invoice
The step to create a Credit Note are:
- Find the Invoice
- Create the Credit Notes