Summary
This example covers the process of invoice management which will describe the steps involved in downloading and voiding the invoice.
For additional details on how to generate invoice ,see the Invoice generation example.
Prerequisites
An invoice should be available on an Account.
Process
View / Download Invoice
Log into your Logisense Billing application
In the search area at the top of the page, set the “Search Filter” to “Account” and then enter the name of the account on which invoice is generated and needs to be viewed. Select it from the list and then click the arrow button to go to the accounts overview page.
3. Click on the “Billing” menu option
4. If there are multiple invoices then select the invoice to be viewed / downloaded. To view the invoice in PDF format, please ensure invoice is in Rendered status. Click on Download Invoice button to download the invoice in PDF format
Viewing Invoice Details:
Invoice Status - It shows the invoice status. To get the invoice PDF copy, invoice should be in Rendered status.
Invoice Number - It shows the invoice number.This could be different than invoice identifier. It is basically the invoice name where user can decide the prefix , invoice start number as per Automatic Naming configuration in Owner Configuration.
Total - It shows the total invoice amount for current bill period inclusive of taxes.
Created - System date when the invoice is created.
Charge- It includes the charges incurred during the current invoicing billing period
Date- It refers to the invoice date. Basically this date is based on the Next Bill Date of an account package.
Tax -Total tax amount
Due - Invoice due date.This date is based on the Account Bill Day and the account’s AR/ Payment Term
Balance- It shows the balance amount. Balance is based on current invoice charges and previous invoice due amount / payments.
Invoice Transactions:
To view the invoice transactions, click on the “Transactions” tab .It will show all the transactions that were considered by invoicing for the billing period.
Transactions can be filtered based on the Id.
Transaction will show the Date, Issued Invoice number, service name , account name, billing period, invoice item amount , usage identifier,tax amount, charge type.
For non-zero taxes,tax details can be checked by clicking on information button.
If there are multiple transactions, then pages can be navigated with page number, next/ previous buttons.
Invoice Taxes:
To view the invoice taxes, click on the “Taxes” tab .It will show all the taxes that were applied on the invoice.
Invoice History:
Invoice history tab can be used to view the invoice creation(Create Action), rendering (Render Action), delivery (Delivery Action) dates. Ideally these dates will be same but in case as per business process, if invoice generation, rendering and delivery are handled separately then those dates can be fetched with the help of invoice history option.
Void Invoice
Log into your Logisense Billing application
In the search area at the top of the page, set the “Search Filter” to “Account” and then enter the name of the account on which invoice is generated and needs to be viewed. Select it from the list and then click the arrow button to go to the accounts overview page.
3. Click on the “Billing” menu option
4. If there are multiple invoices, then please note only latest invoice can be voided. To void invoice, select the latest invoice and click on Void invoice
5. Click on Yes when it asks for confirmation to void an invoice.
6. After the invoice is voided, as per this example you will see that the invoice status changes from earlier Rendered to Voided state.
Result
Invoice should get downloaded after user clicks on download invoice button.
Invoice transactions , taxes , history should be displayed in the right panel for the selected invoice.
<<documentation team task: link to next configuration article>>
Related Guides
<<documentation team task: link to API guide which covers the same config process>>
<<documentation team task: link to Data Import guide which covers the same config process>>