|Trainings are planned and participants are registered. Applications are ready and have been checked. Invoicing is allowed, but you want the invoicing process to be automatic and therefore more efficient. This ensures that invoices are made and sent faster. Payments will therefore also come in faster.|
What's going on??
Automatic invoicing consists of two steps:
What it takes?
Step 1: action template creation concept invoice:
|Name:||Invoicing step 1 - Create draft invoice for request: [Aanvraag:AanvraagNr] | [Aanvraag:EindDatumOpleiding] of [Aanvraag:StartDatumOpleiding]|
|Proces:||Creating an invoice|
|Event:||Aanvraag is aangemaakt|
|Related to the course:|
Step 2: action template invoice on final setting and sending:
|Name:||Invoicing step 2 - Create final Invoice [Factuur:Nummer] en verzend [Debiteur:AdresseringSamengesteld]|
|Proces:||Concept factuur definitief maken en verzenden|
|Event:||Invoice has been created.|
|Sender's e-mail address:||This e-mail address will be used as the sender of the accompanying letter when sending the invoice. Is it determined via menu 'Service center' and menu item 'Options', see option 'Invoice sender email address' in panel 'Send/print invoice'? If so, it will be filled in automatically. You can select a sender yourself via the magnifying glass. To do so, you must have created one or more e-mail groups.|
|E-mail-template:||This document template is used as an accompanying letter when sending an invoice. Is it determined via menu 'Service center' and menu item 'Options', see option 'Invoice accompanying writing' in panel 'Send/print invoice'? If so, it will be filled in automatically. You can select a template yourself via the magnifying glass.|
|Invoice template:||This document template is used to generate the invoice as a PDF when sending an invoice. Is it determined via menu 'Service center' and menu item 'Options', see option 'Invoice e-mail template' in panel 'Send/print invoice'? Then it will be filled in automatically. You can select a template yourself via the magnifying glass.|
|Add UBL attachment:||Indicate whether a UBL invoice should be added as an attachment when sending an invoice. Would you like to know more about the UBL attachment? eFactureren: het elektronisch versturen van een factuur in UBL formaat.|
|Use the invoice template indicated with the payment method:||Did you set a payment method with the application / invoice and tick this option? Then the invoice template will be used to generate the PDF attachment, which is indicated with the payment method.|
|Use sender and recipients of the email template:||Do you check this option? Then the sender and receiver(s) that are set in the document template that sends the accompanying letter will be used.|
|Timing:||X number of days, weeks, months when event occurs, when invoice is created.|
|For each course you determine whether it can be invoiced automatically by linking the two action templates to the course type. Do you use originals and variants? If a participant can be enrolled using the original course type, then you need to add both action templates to this course type. If a participant can be registered using a variant type of training, then you have to add both action templates to this type of training as well.|
If you link the action templates to a type of training, it is not possible to set it up automatically with retroactive effect.
Points of attention:
The action is dismissed: * If more than one debtor is defined in the sales rules. * The sales status is not on 'order' staat. * No sales rules have been added to the application. * E-mail address 'sender' and/or 'aan' cannot be determined. * In the debtors' file, the following are chosen 'Unknown' of 'Print' for the option 'Shipping method invoicing' Bij an error message rejects the action but does not complete it. The action remains visible in the action tabs. When you open the action, you will find information about the error message. Solve the problem, go back to the action and click on the button 'Run'.