Customer Accounts - Monthly Invoicing

[gtkeen]

Hi All,

I am creating a new actinic website where the client wants to be able to setup logins/customer accounts (which is easy), display only trade prices (which again I have sussed) and also then only invoice the customer for all the orders placed at the end of every month by sending them an Invoice from Actinic i.e. not paying individually for every order.

Its the last bit I cannot quite suss out i.e. which payment type to use "Payment On Account" or "Invoice With Order" or something else.

Then what report to run to create the invoice ?

Any prompts/ideas ?

Thanks

Giles

[leehack]

It doesn't do accounting like that for you, the account system is very basic until the next version. You could have paid by account and then run a sales export and group by customer or alike, there's no auto solution to create an invoice containing all they have bought, al least not in my experience anyway.

[Jan]

There are a couple of account customer reports available, see the sales tab of the reports dialog. They are not suitable for monthly billing but you could have them edited to be so (or change them yourself with crystal reports 8.5).

Regards,

[gtkeen]

Crystal Report

Thanks guys, I will write a crystal report to do the deed

[Mike Hughes]

I think your client or somebody has misunderstood how monthly accounts work.

An Invoice should be raised for each order as it happens. This will have the correct Tax Date which is the date at which the liability occurs (i.e. when goods are dispatched).

At the end of the month a Statement is issued which lists the invoices raised during the month and which are now due for payment.

Actinic can generate the invoices. You can also probably (?) run a monthly report showing the invloices raised for the month for each customer.

To try and create a single invoice for several orders over a period of time sounds all wrong to me.

Mike

[Paul Bulpit]

create a single invoice for several orders over a period of time sounds all wrong to me.

Mike

Having been in business for thirty-five years, I concur with Mike.

Each order is separate, Packing List, Delivery Note, Invoice (for Tax Point). Then date of despatch, method of shipping, dispatch.

THEN you send the customer a summary ('Statement') from your accounts software each month telling them how much to pay in total.

Not recommended though unless you know/trust the customer!