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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. | ||
- | ---- | + | ===== Shipment Financial Status ===== |
- | > Ysell.pro | + | >Setting the financial status of shipments is crucial in Ysell.pro to properly invoice clients |
+ | > | ||
+ | > | ||
+ | > | ||
+ | >Please note that Prep Center clients only see the processing status of their shipment (Transfer/ | ||
- | ---- | + | ===== Managing Shipment Financial Statuses ===== |
- | > 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 | + | >Proper financial status ensures effective invoicing and control over the processes. |
- | >> | + | > |
- | ---- | + | >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 " |
- | > The system will create an order, which indicates the receiver of the shipments which have been selected previously. In the block **Order contents**, listed services that have been provided and their costs are shown. | + | >> |
- | >> | + | |
- | ---- | + | ===== Invoicing to the Prep Center Client ===== |
- | > Go to the //Sales proceeds// block. Select | + | >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** |
- | > After debiting the credit from the customer balance, the order receives the status 7.1. The invoice to pay is availiable by clicking " | + | >> |
- | >> | + | |
- | ---- | + | >By selecting shipments in the **Ready to bill** status that require invoicing to the client, the system creates an order using the client company' |
- | > To generate invoices, select **Invoice** as the payment method in **Sales proceeds**. Create the invoice by clicking **Invoices** - **Create Invoice**. | + | >> |
- | >> | + | |
- | ---- | + | >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 payment is done by the client, indicate the payment date in **Payment date**. Status will be changed to 7.1. | + | >> |
- | >> | + | |
- | ---- | + | >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 |
- | >> | + | >> |