Create label for custom invoice item (rebate and extra fee)

This tool allows you to CREATE, MODIFY, REMOVE, DEACTIVATE or ACTIVATE label for custom invoices items in order to standardize them. At various places on the platform (during a registration, in the account of a client, when replacing, etc.) it is possible to add a rebate or an extra fee manually. The list of labels created here will be offered to those places and your financial reports will thus be standardized.

CREATE a label for custom invoice item

  • In ACCOUNT > INVOICE
  • Click on NEW CUSTOM INVOICE

new_customer_invoice.png

Fill in the fields

  • Label
    • The label (title of your invoice item) will appear in the drop down list of manual invoice items that can be added to an invoice by an organization administrator. It will also be seen as such in the reports associated with it.
  • There are two types : 
    • REBATE: If you choose this type, this label will be attached to a rebate, so a credit.
    • EXTRA FEE: If you choose this type, this label will be attached to extra fee, so an addition on the invoice.
  • Ledger code
    • If you want to link a ledger code to this item invoice, you must first create them in ACOUNT > ACCOUNTING. You can see how to create a Ledger Code here.

fields.png

  • Save 

NOTE :

Invoice section is an optional section. It is always possible to add an extra fee or rebate manually by creating the label in use. However, we strongly recommend you to create labels beforehand so that your financial reports are standardized. 

MODIFY a label for custom invoice item

In list view you will have the list of all labels of custom invoice item that were created.

To modify a label:

  • Click MODIFY. You will be redirected to the editing of this label and be able to make the changes.

modify.png

NOTE:

You can MODIFY only a label if it has not been used.

REMOVE a label for custom invoice item

In list view you will have the list of all labels of custom invoice item that were created.

To delete a label :

  • Click DELETE. A pop-up will appear to confirm removal.

remove.pngNOTE:

You can DELETE only a label if it has not been used.

DEACTIVATE or ACTIVATE a label for custom invoice item

In list view you will have the list of all labels of custom invoice item that were created.

To DEACTIVATE a label :

  • Click on DEACTIVATE, the status of the label will be changed automatically.

deactivate.png

To ACTIVATE a label :

  • Click on ACTIVATE, the status of the label will be changed automatically.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.