Creating an invoice
- Frank Louwerse
This page is to outline the concept of creating an invoice in the system.
Creating an invoice in different scenario's
It is concluded that whenever the price is overridden or else the resource is added/remove for the dates for which invoice is already sent then either single invoice can be create or periodical invoice.
for example:- Suppose, Reservation arrival is on 1st Jul and departure is on 15 Sep. Accommodation's price is 7600 i.e 100/day
| invoice number | Start date | End date | Amount | Status |
|---|---|---|---|---|
| B1 | 1 Jul | 31 Jul | 3100 | Sent |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Jul | 31 Jul | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B2 | 1 Aug | 31 Aug | 3100 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Aug | 31 Aug | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B3 | 1 Sep | 14 Sep | 1400 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Sep | 14 Sep | 1400 |
1) invoice by 'Add' button
if the product is added for the period from 15 Jul to 20th Jul. and the price is 100 i.e 20/day
| invoice number | Start date | End date | Amount | Status |
|---|---|---|---|---|
| B4 | 15 Jul | 20 Jul | 100 | Unvalidated |
| Details | Start date | End date | Amount | |
| Product | 15 Jul | 20 Jul | 100 |
Note:- If two product is added for the two different period and invoice is already sent for the period. Behavior for this is pending for the confirmation by client.
Now, if the price is overridden and price is 6080 i.e 80/day
then,
| invoice number | Start date | End date | Amount | Status |
|---|---|---|---|---|
| B4 | 1 Jul | 14 Sep | -1520 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Jul | 14 Sep | -1520 |
2) invoice by 'Periodical invoice' button
if the product is added for the period from 15 Jul to 20th Jul. and the price is 100 i.e 20/day
| invoice number | Start date | End date | Amount | Status |
|---|---|---|---|---|
| B1 | 1 Jul | 31 Jul | 3100 | Sent |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Jul | 31 Jul | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B2 | 15 Jul | 20 Jul | 100 | Unvalidated |
| Details | Start date | End date | Amount | |
| Product | 15 Jul | 20 Jul | 100 | |
| invoice number | Start date | End date | Amount | Status |
| B3 | 1 Aug | 31 Aug | 3100 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Aug | 31 Aug | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B4 | 1 Sep | 14 Sep | 1400 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Sep | 14 Sep | 1400 |
Note:- If two product is added for the two different period and invoice is already sent for the period. Behavior for this is pending for the confirmation by client.
Now, if the price is overridden and price is 6080 i.e 80/day
then,
| invoice number | Start date | End date | Amount | Status |
|---|---|---|---|---|
| B1 | 1 Jul | 31 Jul | 3100 | Sent |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Jul | 31 Jul | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B2 | 1 Jul | 31 Jul | -620 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Jul | 14 Sep | -1520 | |
| invoice number | Start date | End date | Amount | Status |
| B3 | 1 Aug | 31 Aug | 2480 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Aug | 31 Aug | 3100 | |
| invoice number | Start date | End date | Amount | Status |
| B4 | 1 Sep | 14 Sep | 1120 | Unvalidated |
| Details | Start date | End date | Amount | |
| Accommodation | 1 Sep | 14 Sep | 1400 |
How to?
In the reservation overview, open the Finance section, if applicable select the paymentterm set for periodical invoicing and hit 'Create Invoice'
