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--- en:prep_orderinvoice [2023/11/01 17:41]
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+++ en:prep_orderinvoice [2023/11/01 17:49] (current)
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-===== Invoice Generation for Rendered Services =====
+====== Invoice Generation for Rendered Services ======
->In this guide, we will take a detailed look at the process of invoicing in the Ysell.pro system for Prep Center clients. An important part of this process is correctly setting the financial status for processed shipments and creating an order needed for generating an invoice.
+>In this guide, we will take a detailed look at the process of invoicing in the Ysell.pro system for Prep Center clients. An essential part of this process is correctly setting the financial status for processed shipments, as well as creating an order necessary for invoice generation.
->Before creating an order, make sure the financial status is correctly assigned to processed shipments. In this guide, we will explain how to set this status correctly and how to create an order that serves as the basis for the invoice.
+>Before creating an order, it is essential to ensure that the correct financial status is assigned to processed shipments. In this guide, we will explain how to correctly set this status and create an order that will serve as the basis for an invoice.
-===== Shipment Financial Status =====
+====== Shipment Financial Status ======
->Setting the financial status of shipments is crucial in Ysell.pro to properly invoice clients for their deliveries. This status determines when you can invoice the Prep Center client for their shipment. The system offers three financial statuses:
+>In Ysell.pro, it is crucial to set the financial status of shipments correctly for invoicing clients for delivery. This status determines when shipments can be invoiced to the client. There are three financial statuses available in the system:
->**Controlling**: This status means the shipment is under control. At this stage, all data is verified and confirmed before invoicing the Prep Center client.
+>**Controlling**: This status means that the shipment is under control. At this stage, all data is checked and confirmed before invoicing the Prep Center client.
->**Ready to bill**: If a shipment is in the "Ready to bill" status, it means all necessary processes and preparations are completed. The shipment is ready to be invoiced to the client.
+>**Ready to bill**: If a shipment is in the "Ready to bill" status, it means that all necessary processes and preparations are completed. The shipment is ready for invoicing the client.
->**Closed**: When a shipment is in the "Closed" status, it indicates that all tasks and operations related to the shipment are finished. An invoice has been issued, and the shipment is considered complete.
+>**Closed**: When a shipment is in the "Closed" status, it means that all tasks and operations related to the shipment are completed. The invoice has been issued, and the shipment is considered completed.
->Please note that Prep Center clients only see the processing status of their shipment (Transfer/Processing/Ready to ship/Done). The financial status is used for generating an order, necessary in the invoice creation process. In the following sections of the guide, we'll explain in detail how to manage the financial statuses of shipments.
+>Please note that the Prep Center client only sees the shipment processing status (Transfer/Processing/Ready to ship/Done). The financial status is used for order formation, necessary in the invoice creation process. This status determines when the shipment can be invoiced to the client and when the invoicing process is completed. In the following sections of the guide, we will explain in detail how to manage shipment financial statuses.
-===== Managing Shipment Financial Statuses =====
+===== Managing Shipment Financial Status =====
->Proper financial status ensures effective invoicing and control over the processes.
+>Setting the correct financial status ensures efficient invoicing and control over processes.
->Setting the Financial Status in WMS Ysell.pro can be done manually or automatically: the financial status of **Controlling** is automatically assigned when the **Done** or **Ready to Ship** statuses are set, ensuring preparation for invoicing.
+>Setting the Financial Status in the WMS Ysell.pro is done manually or automatically. The financial status of **Controlling** is automatically assigned when the **Done** or **Ready to Ship** statuses are set, ensuring preparation for invoicing.
->To set the financial status of a shipment manually, go to the **Shipments** page in the Prep Center section. Select the shipments you want, then go to the "Change finance status" section by clicking on **Actions**. Choose the appropriate status and confirm the changes by clicking **Change statuses**.
+>To set the financial status of a shipment **manually**, go to the **Shipments** page in the Prep Center section. Select the relevant shipments, then go to the "Change finance status" section by clicking on **Actions**. Choose the appropriate status and confirm the changes by clicking **Change statuses**.
 >>{{:ru:fint_1.png?650|}} {{:ru:finance_2.png?450|}}
-===== Invoicing to the Prep Center Client =====
+===== Invoicing the Prep Center Client =====
->Once the financial status of the shipment is set, you can proceed with creating an order for generating an invoice:
+>Once the financial status of the shipment is set, you can proceed to create an order for invoice generation:
->To invoice shipments, go to the shipments in the **Ready to bill** status and select the ones for which you need to create an invoice. Click **Actions** - **Create Order**. Choose the company on whose behalf the invoice will be created and specify the billing period in the **Billing period** field. Click **Yes** to generate an invoice for the selected shipments.
+>To invoice shipments, go to shipments in the **Ready to bill** status, and select those for which you need to create an invoice. Click **Actions** - **Create Order**. Choose the company on behalf of which the invoice will be created and specify the billing period in the **Billing period** field. Click **Yes** to generate an invoice for the selected shipments.
 >>{{:ru:financee_3.png?800|}} {{:ru:financeee_4.png?400|}}
->By selecting shipments in the **Ready to bill** status that require invoicing to the client, the system creates an order using the client company's data. When creating an invoice, the order reflects the services related to the previously selected shipments.
+----
+>By selecting shipments in the **Ready to bill** status for which you need to invoice the client, the system generates an order using the client's company data. When creating the invoice, the order reflects the services related to the previously selected shipments.
 >>{{:ru:finance_5.png?700|}} {{:ru:finance_6.png?500|}}
->Go to the //Sales proceeds// section. Choose the preferred payment method by clicking on //Payment method//. To deduct funds pre-paid by the client, select **Balance** as the payment method. Click on //Pay From Balance// to deduct the shipment's cost from the client.
+----
+>Go to the //Sales proceeds// section. Select your preferred payment method by clicking on //Payment method//. To deduct the funds deposited by the client in advance, select **Balance** as the payment method. Clicking on //Pay From Balance// will deduct the shipment's cost from the client.
 >>{{:ru:prepinvoice_5.png?600|}}
->After deducting funds from the client's balance, the order will move to status 7.1. The invoice for the order is available by clicking on Invoices.
+----
+>After deducting funds from the client's balance, the order will change to status 7.1. The invoice for payment of the order is available by clicking on Invoices.
 >>{{:ru:prepinvoice_6.png?600|}} {{:ru:prepinvoice_7.png?600|}}
->To create an invoice for payment, choose the **Invoice** payment method in **Sales proceeds**. Create the invoice by clicking on Invoices - Create Invoice.
+----
->>{{:ru:prepinvoice_8.png?600|}} {{:ru:
+>To generate an invoice for payment, select **Invoice** as the payment method in **Sales proceeds**. Create the payment invoice by clicking on Invoices - Create Invoice.
+>>{{:ru:prepinvoice_8.png?600|}} {{:ru:prepinvoice_9.png?600|}}
+----
+>After the client has paid the issued invoice, specify the **Payment date** in the line. The order status will change to 7.1.
+>>{{:ru:prepinvoice_10.png?600|}}
+----
+>Information about the invoices issued to clients, their payment status, and the amount of funds prepaid is available on the customer's company card in the **Finance** section.
+>>{{:ru:prepinvoice_11.png?800|}}
+====== Invoicing via Prep Center - Clients ======
+>Go to the **Prep Center - Clients** section. Check the box for the Prep client for whom you need to create an invoice in the system. Select group actions by clicking on **Actions on Selected**.
+>>{{:ru:preorders_1.png?direct&600|}} {{:ru:prepclients_2.png?direct&600|}}
+----
+>Select **Create Order** from the menu. The system will create a Prep order for the selected client.
+>>{{:ru:preporders_3.png?direct&600|}} {{:ru:preorder_4.png?direct&600|}}
+----
+>Add items to the order by clicking on **Add** in the **Order Content** section. Specify the **Title** as the name of the service or product for which the system will issue an invoice. In the **Unit Price** line, specify the cost. **Qty** indicates the quantity of units of the product or service.
+>>{{:ru:preorder_5.png?direct&800|}} {{:ru:preorder_6.png?direct&400|}}
+----
+>Generate an invoice by clicking on **Invoices - Create Invoice**.
+>>{{:ru:preorder_8.png?direct&800|}}