All Invoicing stacks will be available from the Finance Module in the Layer.
Majority of invoice stacks will be within the Finance module and are listed below.
Invoice Stacks: | |
These stacks are based on invoices that have been created in the Layer. For sales orders that have not yet been invoiced refer to the Sales order stacks below. | |
Information visible within all Invoice stacks: | |
Age | The age of the PO in days e.g. 10 days, 20 days, 37 days etc. |
Rec: | If the invoice has been reconciled or not (See reconcile actions) |
Invoice | The Layer invoice reference |
Order | The order the invoice is associated to |
Type | The record type e.g. lead or customer. In this instance all leads convert to a customer upon a won quotation so the type should always be customer |
Company Name | The company the invoice is associated to |
Sub Company | The associated sub-company if applicable |
Net (ex. Tax) | The invoice net-total excluding tax. This is totalled at the bottom of the grid. |
Gross (inc. tax) | The invoice gross total including tax |
Tax | The tax amount that is applicable |
Fund Discount | Any fund discount amounts |
Payments | The total of payments received against the invoice – part payments can be made. |
Balance | The outstanding balance of the invoice |
Credit Notes | Any credit amounts that have been applied. |
Refunds | If a refund has been applied the total amount of the refund. |
Status | The status of the associated sales order |
Sage Account | The sage account number will pull through from the customer record if this has been applied. |
Nominal Code | The nominal code that has been applied to the invoice |
Owner | The owner |
Updated/Created | The last updated and created dates. |
Invoice Payments: | |
Invoice Payments that are un-reconciled will show users what needs to be imported into Sage. | |
Information visible within all Invoice Payment stacks: | |
Reconcile | Whether the invoice payment has been reconciled or not. See reconciling below. |
Invoice | If the invoice has been reconciled or not (See reconcile actions) |
Order | The order the invoice is associated to |
Customer | The company the invoice is associated to |
Sub Company | The associated sub-company if applicable |
Payment Date | The date of the payment |
Payment Method | The method of payment e.g. BACS, Hardware Fund, Credit Card, Cash etc. |
Payment | The amount that has been paid. |
Created | The date the payment was created. |
Creator | The user who created the payment |
Invoices against sales orders: | |
Sales orders that are pending approval should not be invoiced. | |
Information visible within all Sales Order stacks: | |
Reference | The sales order reference |
Status | The status of the sales order |
Company Name | The company name |
Services / Products | The number of services and/or products in the sales order |
Type | The record type, in this instance it should always be customer |
Owner | The sales order owner |
Connector | The sales order connector – This allows for a record owner and a different connector |
Sub Company | Sub-company if applicable |
Spend Commitment | Any spend commitment |
Target Live | The target connection date e.g. when the customer can use the services/products |
Updated/Created | The last updated and created dates. |
Credit Note: | |
Information visible within all Credit Note stacks: | |
Customer | The customer record name |
Credit Note Ref | The credit note ref |
Sales Order Ref | The sales order ref |
Reason | The reason for the credit note |
Payment Method | The payment method |
Value | The value of the credit note |
Created | The date the credit note was created |
Invoice Stack Actions
Within all Invoice and invoice Payment stacks the following actions are available:
Check All | Allows you to check all records visible within the grid to perform bulk actions |
Export | Allows users to export all or checked invoices and invoice payments. Selecting no invoices will export all invoices. |
Export Sage | This allows exporting to Sage or other accounting software. |
Reconcile | Allows invoices and invoice payments to be marked as reconciled. |
Exporting Invoices & Invoice Payments
To export anything from any stacks simply select the invoices or invoice payments you want to export and press export, as in the animation below.