Invoicing 

Use

The invoice reflects the actual materials, quantities and values of the materials that have been delivered. The mobile application supports both downloaded invoices and invoices that are created on the mobile device; however, the latter is more common.

Features

POD/Invoice

You can specify for each customer whether the customer should receive a delivery note (POD) or an invoice:

·        If the sales representative issues a proof of delivery (POD), the invoice will be issued by the backend system.

·        If the sales representative issues an invoice, the customer receives the invoice directly from the sales representative at the end of the visit

In case a customer is to receive the invoice from the sales representative, there are two possible scenarios.

Invoice created on the mobile device – In this scenario, the invoice is generated by using material and quantity information directly from the delivery; and pricing is carries out via pricing in DSD. In this case, the invoice number is the number assigned by the document numbering routine of the mobile device. This scenario is most commonly used because it is not possible to create an invoice until the actual delivery has been made.

Downloaded invoice – The backend can be configured to pre-generate the invoice, which is then downloaded to the mobile device. The mobile device invoice number is the number of the downloaded invoice. This scenario is very limiting in that once an invoice is generated in the backend, it cannot be changed. If a change is required, the old invoice is cancelled and a new invoice is generated that is re-priced on the mobile device. Therefore, this scenario only makes sense in business situations where deliveries (and thus invoices) are rarely changed.

When an invoice is generated on the mobile device, the device checks that the invoice does not push a customer above his credit limit. After the credit limit check has been performed, the invoice is displayed for review.

It is not possible to change materials and quantities directly on the invoice; to do so, you have to change the delivery and regenerate the invoice.

Invoice generation method

You have to specify for each customer who receives an invoice, whether invoices are to be generated automatically or manually. Typically, invoices are generated automatically as part of the delivery execution process, in which case the sales representative does not activate invoicing as a separate process.

Some customers may receive multiple deliveries that need to be combined into fewer invoices. This implies that the invoices cannot be generated as part of delivery processing because the sales representative must first complete all deliveries before any invoicing can be carried out.

Confirmation

When the sales representative prints an invoice, it is marked as confirmed. For customers who pay the sales representative directly, confirmation also results in the creation of an open invoice item. This open item is then available along with downloaded open items during the payment collection process.