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| - | ====== Invoice | + | ===== Invoice |
| - | >With Ysell.pro | + | >In this guide, we will take a detailed look at the process of invoicing in the Ysell.pro |
| + | >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. | ||
| - | ---- | + | ===== Shipment Financial Status ===== |
| - | >Go to the **Shipments** section. Check boxes of shipments that are in **PAY** status and need to be billed. You can filter shipments by their statuses. Select a company that will be used to send the invoice in **Create order** block. Clicking Create Order initiate order creating list with selected shipments | + | >Setting the financial status of shipments is crucial in Ysell.pro |
| - | >> | + | >**Controlling**: This status means the shipment is under control. At this stage, all data is verified and confirmed before invoicing the Prep Center client. |
| + | >**Ready to bill**: If a shipment is in the "Ready to bill" | ||
| + | >**Closed**: When a shipment is in the " | ||
| + | >Please note that Prep Center clients only see the processing status of their shipment (Transfer/ | ||
| - | ---- | + | ===== Managing Shipment Financial Statuses ===== |
| - | >System will create an order indicating receiver a company that shipments which have been selected previously. In the block **Order contents** listed services that have been applied | + | >Proper financial status ensures effective invoicing and control over the processes. |
| - | >> | + | >Setting the Financial Status in WMS Ysell.pro can be done manually or automatically: |
| - | ---- | + | >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 " |
| - | >Go to //Sales proceeds// block. Select preferable method of payment by clicking //Payment method//. To write-off funds prepaid in advance select **Balance** as payment method. Clicking //Pay From Balance// you write-off cost of sending from the Client. | + | >> |
| - | >> | + | |
| - | ---- | + | ===== Invoicing to the Prep Center Client ===== |
| - | >After writing-off funds from the Client balance | + | >Once the financial status of the shipment is set, you can proceed with creating an order for generating an invoice: |
| - | >> | + | |
| - | ---- | + | >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** |
| - | >To generate invoices, select **Invoice** payment method in **Sales proceeds**. Create invoice by clicking **Invoices** - **Create Invoice**. | + | >> |
| - | >> | + | |
| - | ---- | + | >By selecting shipments in the **Ready to bill** status that require invoicing to the client, the system creates an order using the client company' |
| - | >After payment is done by Client indicate payment date in the string **Payment date**. Status will be changed to 7.1. | + | >> |
| - | >> | + | |
| - | ---- | + | >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' |
| + | |||
| + | >> | ||
| + | |||
| + | >After deducting funds from the client' | ||
| + | >> | ||
| - | >Information on billed invoices, balance amount are available on the company card in the **Finance** section of Client | + | >To create an invoice for payment, choose |
| - | >> | + | >> |