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- | ====== Invoice | + | ===== Invoice |
- | {{youtube>20fN5NTEEKc? | + | >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. |
+ | >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. | ||
- | > Ysell.pro features allow you to generate invoices for the services provided by the Prep Center. Monthly billing allows you to reduce the number of transactions by consolidating them into one bill. | + | ===== 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: |
+ | > | ||
+ | >**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. | ||
+ | > | ||
+ | >Please note that Prep Center clients only see the processing status of their shipment (Transfer/ | ||
- | > Go to the **Shipments** section. Check the 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 the **Create Order** block. Clicking **Create Order** will create the list with your selected shipments. | + | ===== Managing Shipment Financial Statuses ===== |
- | >> | + | |
- | ---- | + | >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: | ||
- | > The system will create an order, which indicates | + | >To set the financial status |
- | >> | + | |
- | ---- | + | >> |
- | > Go to the //Sales proceeds// block. Select the preferred method of payment by clicking on //Payment method//. To write-off funds prepaid in advance select **Balance** as payment method. | + | ===== Invoicing |
- | >> | + | |
- | ---- | + | >Once the financial status of the shipment is set, you can proceed with creating an order for generating an invoice: |
- | > After debiting the credit from the customer balance, the order receives | + | >To invoice shipments, go to the shipments in the **Ready to bill** |
- | >> | + | |
- | ---- | + | >> |
- | > To generate invoices, select | + | >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 | + | >Go to the //Sales proceeds// section. Choose the preferred |
- | >> | + | |
- | ---- | + | >> |
+ | |||
+ | >After deducting funds from the client' | ||
+ | >> | ||
- | > The details about billed invoices and the balance amount are available on the company card in the **Finance** section of the client. | + | >To create an invoice for payment, choose |
- | >> | + | >> |