Invoicing rules

Invoicing ruleshttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rulesen-USTelligent Community 12 Non-ProductionInvoicing ruleshttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rulesMon, 26 Apr 2021 10:53:33 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:181d06ef-5b23-4f6f-b364-7406efd25de1Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rules#commentsCurrent Revision posted to Wiki by Eugene Kuchynski on 4/26/2021 10:53:33 AM<br /> <p>When you edit a client, there are a number of fields intended to store information about invoicing.</p> <p>These fields include<span> </span><strong>Default payment term</strong>, which specifies how invoice due date is determined, and<span> </span><strong>Invoicing threshold</strong> field, which allows to set a limit, upon reaching of which the system will offer to create an invoice for a customer. Also, <strong>Comments</strong><span> </span>field allows to add a free text describing invoicing process for the particular client.</p> <p>In addition to this data, each customer's contact has an<span> </span><strong>Invoicing matters</strong><span> </span>checkbox, which tells the system that this person may be contacted for invoicing matters. Such, there could be a number of invoicing emails for each client. In this case, when you intend to send an e-mail, these contacts will be automatically added to the<span> </span><strong>To</strong><span> </span>filed of any composed message. Of course, it is possible to edit them before actually sending an e-mail.</p> <p>A dozen of settings which affect invoice creation process can be found in the program<span> </span><strong>Settings</strong>, on the<span> <a href="/product-groups/translationproductivity/business-manager/w/wiki/4744/application-settings#invoice">Invoice settings</a></span> tab. Here you can setup default invoice file names, default tax used in a newly created invoices, different numbering options, logo for your invoices and signature text. Also, information about unpaid invoices can be added to a Google Calendar.</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, Invoice</div> Invoicing ruleshttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rules/revision/2Thu, 22 Apr 2021 12:03:28 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:181d06ef-5b23-4f6f-b364-7406efd25de1Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rules#commentsRevision 2 posted to Wiki by Eugene Kuchynski on 4/22/2021 12:03:28 PM<br /> <p>When you edit a client, there are a number of fields intended to store information about invoicing.</p> <p>These fields include<span> </span><strong>Default payment term</strong>, which specifies how invoice due date is determined, and<span> </span><strong>Invoicing threshold</strong> field, which allows to set a limit, upon reaching of which the system will offer to create an invoice for a customer. Also, <strong>Comments</strong><span> </span>field allows to add a free text describing invoicing process for the particular client.</p> <p>In addition to this data, each customer's contact has an<span> </span><strong>Invoicing matters</strong><span> </span>checkbox, which tells the system that this person may be contacted for invoicing matters. Such, there could be a number of invoicing emails for each client. In this case, when you intend to send an e-mail, these contacts will be automatically added to the<span> </span><strong>To</strong><span> </span>filed of any composed message. Of course, it is possible to edit them before actually sending an e-mail.</p> <p>A dozen of settings which affect invoice creation process can be found in the program<span> </span><strong>Settings</strong>, on the<span> </span><span style="background-color:#ff0000;">Invoice settings</span> tab. Here you can setup default invoice file names, default tax used in a newly created invoices, different numbering options, logo for your invoices and signature text. Also, information about unpaid invoices can be added to a Google Calendar.</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, Invoice</div> Invoicing ruleshttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rules/revision/1Mon, 15 Jul 2019 12:56:04 GMT10acfa76-f078-475b-a7ef-fc5b3e8d2934:181d06ef-5b23-4f6f-b364-7406efd25de1Eugene Kuchynskihttps://community.rws.com/product-groups/trados-portfolio/business-manager/w/wiki/4833/invoicing-rules#commentsRevision 1 posted to Wiki by Eugene Kuchynski on 7/15/2019 12:56:04 PM<br /> <p>When you edit a client, there are a number of fields intended to store information about invoicing.</p> <p>These fields include <strong>Default payment term</strong>, which specifies how invoice due date is determined, and <strong>Invoicing threshold</strong> field, which allows to set a limit, upon reaching of which the system will offer to create an invoice for a customer. Also, <strong>Comments</strong> field allows to add a free text describing invoicing process for the particular client.</p> <p>In addition to this data, each customer's contact has an <strong>Invoicing matters</strong> checkbox, which tells the system that this person may be contacted for invoicing matters. Such, there could be a number of invoicing emails for each client. In this case, when you intend to send an e-mail, these contacts will be automatically added to the <strong>To</strong> filed of any composed message. Of course, it is possible to edit them before actually sending an e-mail.</p> <p>A dozen of settings which affect invoice creation process can be found in the program <strong>Settings</strong>, on the <a href="/product-groups/translationproductivity/sdl-baccs/w/wiki/4748/invoice-settings">Invoice settings</a> tab. Here you can setup default invoice file names, default tax used in a newly created invoices, different numbering options, logo for your invoices and signature text. Also, information about unpaid invoices can be added to a Google Calendar.</p><div style="clear:both;"></div> <div style="font-size: 90%;">Tags: documents, Invoice</div>