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Invoicing

    1. Income from the client
    2. Issuing of invoice
    3. Invoice Correction
    4. Invoice by email (with CMR)

    The invoice is issued and sent together with CMR in the Customer's order window

    image-1649141420762.png

    1. Income from the client:

    In the field Income from the client field enter the total amount excluding VAT and the currency to be paid by the client.
    - If the amount changes during the processing of the order, e.g. the customs declaration is purchased in addition, then the field "Income from client" must be updated accordingly.
    - If a Credit Invoice has been issued, the "Income from client" must be manually reduced by its amount.

    Summing up image-1649141607526.png - If pressed, the field "Income from client"  will be filled in automatically, summing up the services related to this customer order. - If this function image-1653916660500.png is enabled, it is not possible to fill in the field "Income from client"  manually.

    Payment: Outgoing invoice payment term.
    - The client's default payment term can be defined: Client/ Customer> Other data page> Payment term

    VAT rate:
    - Selecting the VAT rate and then hovering over the field shows the VAT rate Article.
    - VAT rates can be changed in the list: General lists> Tax list

    2. Issuing of invoice

    Once the order is entered, click  image-1649143460017.png to create Invoice for Customer
    - Selects the invoice type or choose from already created invoice list

    image-1649147467860.png

    The invoice template window allows you to:
    - Check the information included in the invoice;
    - Write notes that will be included in red at the bottom of the invoice;
    - Print or Email invoice;
    -Accept or cancel invoice confirmation.

    image-1649151805114.png

    • Important! If you make any changes , press F5 to overwrite the contents of the invoice.

    3. Invoice correction

    The content of the invoice is formed from the information entered in the customer's order. Therefore, if you need to correct the invoice, you must correct the order and then regenerate the invoice.

    If the income from client changes or additional services are added after creating the invoice, selectimage-1649143460017.pngand regenerate the content of the invoice.

    To delete an invoice, open the invoice template, then
    1. Cancel confirmation;
    2. Click Delete Invoice.
    image-1649151844909.png

    4. Invoice with CMR

    OZOLS TMS has option to add CMR to clients order. If CMR is added, it is easy to e-mail it together with Invoice

    The default invoice sending method is defined in the Customer / Partner card.

      POD or CMR
      - CMR is added to the Customer's order page "Attached files" in in pdf, png or jpg format
      image-1649152402384.png

      4.1. Sending an invoice by e-mail:

      - Invoice opens inIn the Customer'sClient Order windowwindow, open the Invoice by clicking clicking image-1649143460017.png
      - To send an e-mail: email: click image-1649143460017.pngimage-1649156523858.png 
      click - The e-mailemail window opens.  Make sure the information is correct and forceclick you to send. send.
      - InvoicePrint printout, pressing the invoice by clicking image-1649152583657.png. The invoice will open in pdf format opens in ayour computer's web browser. 
      -  After sending the e-mailemail, ,the the status of the Order automatically Order automatically changes to to Invoice sentimage-1649156523858.png

      image-1649152583657.png  
      . 

      If the Invoice mustis to be sent by e-mailemailed together with the CMR, then it must be notedchecked in the attachment before sending!

      4.2. Sending an invoice by mail:

      - TheIn Customerthe opensClient Order window, open the Invoice in the Order window by pressing clicking image-1649143460017.png 
      - ByClick pressing image-1649152583657.pngto open the invoice opens in thea web browser in  in pdf format and therethen send it is sent to the printer for printing  printing in paper format format
      - When the Invoice is sent by mail, post, the status of the order order - "invoice sent" must be placedmanually manually!set to "Invoice sent"!image-1649152583657.png

      If the invoice is sent sent by e-mail and post ,post, this case is equivalenthandled toas postinga postal mailing and the status "Invoice sent" must be entered manually.manually!

       

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