Invocing Methods

The Extended Combine Shipment app allows you to preset setups for billing methods. Each method is associated with a code.


FieldDescription
Codeassign a code to the billing method
Descriptionenter a detailed description
Bill-tofield that identifies the invoice recipient. The options are:
  • Bill-to Customer: invoice the name entered in the “Bill-to” field on the Sales Order in the “Shipping and Billing” Tab (this option is the default)
  • Sell-to Customer: invoice the name entered in the “Sell-to” field on the Sales Order
Formula date from / Formula date toformula used to calculate the billing period (CM/-CM = shipments posted throughout the month are considered))
Retrieve header values fromto create the invoice, header values can be taken from the order or the shipment
Invoice Document ClassAllows assigning a sales document class to all provisional sales invoices generated with the related invoicing method.
Recurring Sales Lines ModeAllows defining, for the selected invoicing method, whether recurring sales lines should be appended to the invoice generated from shipment or inserted into a separate document. The available options are:
  • Separate invoice: recurring sales lines are inserted into a provisional sales invoice generated separately by ECS and containing only recurring lines
  • Append to invoices: recurring sales lines are inserted into the same provisional sales invoice generated

Fields

By pressing “Fields,” you can choose the fields according to which documents are grouped. Some fields are mandatory and selected by default.


For those who need to do daily, bi-weekly, or monthly invoicing, we recommend the following setup:



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