Creating Billing Invoices

Using this , Proforma invoices and Order based Billing Invoices can be made.

※ After creating an Order Confirmation, you will be able to see the following button.

 Click on ①‘Create Billing Invoice‘

You will be redirected to the following screen.

①Select a Maker Bank. (this should already have been registered)

② Input a Billing Invoice No. (This can be anything)

③ ‘Billing Percent‘ In the case where you wish to take a Deposit, enter the percentage. If there is no Deposit, enter 100%

④ ‘Payment Term Name‘ Enter payment and instructions for the buyer here.

For example;  This order will be confirmed when a 30% deposit is paid.

⑤ This free text area has no character limit and will be displayed on the last page.

⑦ Once finished click on ‘Create‘

Using this function, Proforma invoices and Billing invoices can be made from multiple Delivery invoices.

First, click on ①’Transactions‘ from the header, followed by ②’Billing Management‘.

You will be redirected to the following screen.

Click on ①‘Create new invoice‘

You will further be redirected to the following screen.

After selecting the relevant buyer,

①Select the Buyer who you wish to create a Billing Invoice for.

②‘Source Type‘ From here, select ‘Delivery Invoice‘

③ Select the relevant Delivery Invoices here.

④ If there are any shipping fees to add, do so here.

⑤ If there are any other fees to add, do so here.

⑥ Select any relevant Return Delivery Notes to add to this Billing Invoice.

⑦ Select a Billing Address

⑧ Select the relevant Deposit Bank account.

⑨ Input a Billing Invoice No. (This can be anything)

⑩ ‘Billing Percent‘ In the case where you wish to take a Deposit, enter the percentage. If there is no Deposit, enter 100%

⑪‘Payment Term Name‘ Enter payment and instructions for the buyer here.

For example;  This order will be confirmed when a 30% deposit is paid.

⑫‘Payment Due At‘ Here, choose a Billing date.

⑬ This free text area has no character limit and will be displayed on the last page.

⑭‘Note‘ An internal memo can be attached to this Billing Invoice here.

⑮ Billing Balances If you are using the payment management feature on DEXTRE, you will be able to adjust this invoice based on any imbalances here.

⑯ Credit Notes  for this Buyer can be included in this invoice, if they exist.

⑰ Once done, click on ‘Create‘

First, click on ①’Transactions‘ from the header, followed by ②’Billing Management‘.

You will be redirected to the following screen.

Click on ①‘Create new invoice‘

You will further be redirected to the following screen.

After selecting the relevant buyer,

① Select the Buyer who you wish to create a Billing Invoice for.

② ‘Source Type‘ From here, select ‘Proforma Invoice‘

③ Select the relevant Delivery Invoices here.

④ If there are any custom items to add, do so here.

⑤ A list of the items to that will be included can be seen here.

⑥ If there are any shipping fees to add, do so here.

⑦ If there are any other fees to add, do so here.

⑧ Select any relevant Return Delivery Notes to add to this Billing Invoice.

⑨ Select a Billing Address

⑩ Select the relevant Deposit Bank account.

⑪ Input a Billing Invoice No. (This can be anything)

⑫ ‘Billing Percent‘ In the case where you wish to take a Deposit, enter the percentage. If there is no Deposit, enter 100%

⑬ ‘Payment Term Name‘ Enter payment and instructions for the buyer here.

For example;  This order will be confirmed when a 30% deposit is paid.

⑭ ‘Payment Due At‘ Here, choose a Billing date.

⑮ This free text area has no character limit and will be displayed on the last page.

⑯ ‘Note‘ An internal memo can be attached to this Billing Invoice here.

⑰ Billing Balances If you are using the payment management feature on DEXTRE, you will be able to adjust this invoice based on any imbalances here.

⑱ Credit Notes  for this Buyer can be included in this invoice, if they exist.

⑲ Once done, click on ‘Create‘

First, click on ①’Transactions‘ from the header, followed by ②’Billing Management‘.

After that, click on ‘Bulk Create New Billing Invoices from Delivery Invoices‘.

You will be redirected to the following screen.

① Using the filter, you can quickly find the Delivery Invoices you wish to use.

② After using the filter to get the Delivery Invoices you wish to use, click on ‘Select All‘, or select the Delivery Invoices individually.

③ Here you can set a Delivery date for all the selected items.

④ Credit Notes can be applied here, per invoice or in bulk.

⑤ Return Delivery Notes can be applied here, per invoice or in bulk.

⑥Enable Billing Balance here to adjust the invoice for this Buyer based on the current Billing Balance.

⑦ Select a deposit account to use for these billing invoices.

⑧ If needed, add a Shipping Fee.

⑨ If needed, add an Other Fee.

⑩ Once you are finished, click  ‘Create‘.

First, click on ①‘Transactions‘ from the header, followed by ②‘Billing Management‘.

① Scroll down and click ‘Download PDF‘ next to the relevant invoice.

You will be redirected to the following screen.

① Select a Layout type for this PDF.

② Select a Header title for this PDF.

③ Select whether to Display Rows By Document Outline, Not By SKU.

④ Select a language for this PDF.

⑤ Select whether to Display Transaction Information On The First Page Only.

⑥ Toggle SKU Property Column Display Name Overwrite Settings here.

⑦ Here you can set a PDF Custom Header Title.

⑧ Select a Font Size to use for this PDF.

⑨ Change the Maker address if you wish to here.

⑩ Change the name of the Buyer for this PDF here.

⑪ Choose to have the company code in the invoice (or not)

⑫ If needed, a letterhead can be selected to be used here.

⑬ A Signature can be selected to be added here.

⑭　Decide on a filename for the pdf to be downloaded here.

⑮ Once done, click on Download

Sample billing invoice.

Click on ①‘Buyers‘ from the header, then ②select the Buyer you wish to assign as the Delegatee. Finally, click on ③‘Assign as Billing Delegatee‘

You will see the following pop up.

Next, click on ①‘Assign‘

Next, after refreshing the page, click on ①‘Assign as Billing Delegator‘

You will be redirected to the following screen.

Next to the name of the Buyer you wish to make a delegator, ①select the delegatee from the drop down box. Once done, click on ②‘Apply‘

First, click on ①‘Transactions‘ from the header, followed by ②‘Billing Management‘.

Next, click on ①‘Create new consolidated invoice‘.

You will be redirected to the following screen.

① Select the relevant delegatee buyer.

② Set the Source Type here.

③ Select the Invoices you wish to add to the Billing Invoice here.

④ If there are any shipping fees to add, do so here.

⑤ If there are any other fees to add, do so here.

⑥ Select a Billing Address

⑦ Select the relevant Deposit Bank account.

⑧Input a Billing Invoice No. (This can be anything)

⑨ ‘Billing Percent‘ In the case where you wish to take a Deposit, enter the percentage. If there is no Deposit, enter 100%

⑩‘Payment Term Name‘ Enter payment and instructions for the buyer here.

For example;  This order will be confirmed when a 30% deposit is paid.

⑪‘Payment Due At‘ Here, choose a Billing date.

⑫ This free text area has no character limit and will be displayed on the last page.

⑬‘Note‘ An internal memo can be attached to this Billing Invoice here.

⑭ Billing Balances If you are using the payment management feature on DEXTRE, you will be able to adjust this invoice based on any imbalances here.

⑮ Credit Notes  for this Buyer can be included in this invoice, if they exist.

⑯ Once done, click on ‘Create‘

Billing invoices can be edited or deleted. Once deleted, new billing invoices can be made from the relevant order confirmations or delivery invoices. For more information, click here.

First, click on ①‘Transactions‘ from the header, followed by ②‘Billing Management‘.

You will be redirected to the following screen.

Click on ①‘Edit‘ or ②‘Delete‘ for the relevant invoice.

First, click on ①‘Transactions‘ from the header, followed by ②‘Billing Management‘.

You will be redirected to the following screen.

① Click here to select up to 100 invoices to Download at a time. ② You can also select specific invoices to download.

Once selected, click on ③‘Download PDF‘

①Select a Header Title for the PDF.

②Select a language for the PDF.

③Select a Maker Address to use for the PDF.

④Change the name of the Buyer’s company or Business name here.

⑤Choose if you wish to include the Customer Code for the Buyer in the PDF.

⑥Change the filename of the PDF.

⑦Once done, click on ‘Download‘.