The billing tool streamlines finances, offering filters, clear project details, invoice generation, and easy visualization of shipment statuses. It provides personalized payment control, displaying payments made or pending, making it a comprehensive solution for business financial management.
Tutorial
Open the menu on the left side of the screen and select "Finance" - "Billing".
Filters
There are filters to facilitate your searches:
Plants
Period
Customer
Project
Payment Method
Payment Condition
Details
By clicking on the icon, it is possible to edit or view contract information:
Generating an invoice
You can generate a billing by selecting the desired invoice and then clicking on the "Generate Billing" button.
Status
It is also possible to see the status of each delivery/shipment according to the icon displayed on the screen:
Invoices already billed
Cancelled shipments
Product not yet validated.
Unbilled product.
Detailing
To obtain more detailed information about an invoice, simply click on the number in the "Invoice Number" column.
Tab Filters
You can use tab filters: open, billed, or cancelled to list the shipments.
Delete billing
If any billing has been generated incorrectly, you can delete it. To do this, simply click on the invoice number and then on "Delete Billing".
Generated Invoices
In the invoices tab, you can check all the shipments that have been generated.
