MIGRATED TO: http://wavelet.asia/customer-portal/2011/05/26/new-edit-invoice-allocation-summary/- Florist > Collection > New / Edit Invoice Allocation Summary
- There are 2 actions that can be done from here:
- Select - select a created Invoice Allocation Summary(IAS) to edit
- Create - create a new Invoice Allocation Summary
- This function is used to arrange the payment collection usually for corporate customer. After issuing Invoice to customer, user will assign a dispatcher to collect the payment from customer.
- Click 'Select', enter the filter details and click 'Submit'. A list of the created IAS will appear. Click on any of the IAS to edit it.
- Click 'Create' to create a new IAS.
- Select the Dispatch Date and Dispatch Person, click 'Save Changes'.
- Dispatch Date - the date the dispatcher will be going to collect the payment
- Dispatch Person - the person who is going to collect the payment
- The Status of the IAS is generate by the system. If every Invoice is settled, the status of the IAS will change to Close automatically.
- To add invoice to the IAS, type in the Invoice Number and click 'Add'.
- The details of the payment that need to be collected will appear in the list below.
- Users are able to update the payment remarks after collecting the payment.
- Customers usually pay with cheques. In order to keep track of the payment, after banking in the cheque, users are advise to enter the Bank-In Slip number and save it in the system for further reference.
- User can remove a scheduled payment collection under the Action field.
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