With an invoice method you can set which shipments and/or costlines should be collected on one invoice.
Transpas has a large number of methods. It is possible for instance to create one invoice weekly for each unloading address, or have one invoice for each transport booking.
The invoice method for sales invoices and purchase invoices can be different.
¶ Invoice method sales
The invoice method for sales invoices is determined (in order) by:
- Invoice method of the relation
- Invoice method of the company
- Is nothing set for both, the invoice method "Daily" is used.
On the relation level the invoice method is set on the screen Financial relations, tab sheet Invoice:
Furthermore you can set a default invoice method in the screen Companies, tab sheet Transport:
¶ Invoice method purchases
The invoice method for purchase invoices is determined (in order) by:
- Field Invoice method creditor for this relation
- Default purchase invoice method of this company.
- Has nothing been set, the invoice method "Trip" is used.
At the relational level this is set in the screen Financial relations, on the tab sheet Planning:
When you adjust the invoice method creditor for this relation, click on Apple invoicemethod afterwards.
Then the invoice method with be changed for all shipments of this relation that are not on an invoice yet.
In the companiesscreen a default purchase invoice method can be set on the tab sheet Planning:
¶ Invoice code
The only thing an invoice method does, is determine what invoice code will be filled in on a shipment. When two invoice codes match, Transpas will collect both on 1 invoice.
An example of an invoice method and an invoice code on a shipment:
For this shipment is has been set that an invoice should be made weekly.
All shipment in week 25 will have the same invoice code.
It is possible to manually change the invoice method for 1 shipment. The moment you change the invoice method, you will also see the invoice code changing.