Retail Billing software
If the customer has confirmed an order and the service have been performed, the supplier must invoice the order in Retail Billing software. Depending on the type of billing, the order must offer the setting options to generate the required invoices correctly and completely. In principle, the following accounting variants can be distinguished:
The order is settled with the creation of exactly one invoice. This is certainly the most common and simplest case; the order is transferred in with a click of the mouse 1 to 1 as an invoice.
The order is settled over several (partial) invoices. This variant is usually chosen in order to initially secure the costs of material procurement; the rest of the order is settled via one or more (partial) invoices depending on the status of the service provision.
Supports the Retail Billing type via the Billing plan . Here you define and document when which (partial) invoice is to be drawn up depending on the level of performance. See screenshot with an example of a billing plan:
The order defines a framework contract for a longer period of time for a service that has to be performed monthly and billed in equal installments. Often these are maintenance or service contracts. Membership fees can also be charged.
This variant can also be used as a sales instrument by offering installments to the customer ; The customer appreciates this, especially with larger order values. But the principle is the same; the billing type also.
Periodic billing . Here you specify the time units over which the order value is to be distributed. will then take care of the creation of the individual invoice at the agreed time.
The order defines a service that cannot be precisely defined in scope beforehand. Then a billing based on expenditure comes into play; billing is based on the actual effort.
Supports this accounting by recording working hours. Here it is documented exactly what was worked for the customer and when. Based on these documentation entries, the Retail Billing software automatically creates the accounts. You can enable the customer to access the above-mentioned documentation entries so that he is always informed about the progress of the work.
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