Trip cost lines provided with a creditor form the basis for a purchase invoice.
A special purchase invoice is the credit invoice for the haulier when sending a Selfbilling to your hauliers.
In this case you generate the invoice for the haulier before he sends you his invoice. The process is reversed. A credit invoice in this context is therefore a purchase invoice.
Purchase invoices are created in the Purchase invoices screen:
The process starts with checking the trip cost lines on a trip or trip combination. You do this in the Order Processing 2 (Trip Processing) screen or in the dispo screen. You check whether the trip cost lines are correct, provided with the correct amounts, ledger account and VAT code.
If the trip cost lines are correct, you can add them to a purchase invoice.
Careful: This depends on the setting in the invoice group.
The invoice group can be found in the sceen Companies Main files -> General -> Companies. On the tabsheet Invoice groups you will find the setting Collect non-finished cost lines. This setting is Yes or No (empty also means no)
| Yes | You can collect trip cost lines on a purchase invoice without the trip being finished. |
| No | You can only collect trip cost lines on a purchase invoice if the trip is finished. |
See also: Check and flag trips.
In het Purchase invoices screen you are able to make invoices in two ways: manually or automatically by collecting trip cost lines.
Main files -> General -> Companies, tabblad Invoicing groups
In the company screen you can create multiple invoice groups for different types of purchase invoices. The e-mail settings are also set here, as well as the standard lay-out with which a credit invoice can be sent. In this screen you will also find the setting Collect non-finished cost lines.
Go to -> Relations -> Financial relations, tabsheet Planning
On the Planning tab of the creditor, the invoicing method of the creditor can be entered. This setting determines how the trip cost lines are being collected (per week, month, truck, trip, etc.)
After the invoices have been created, you can print or email them or both. This is done with the button Process Purchase Invoice(s). The selected invoices are sent and / or e-mailed based on the creditor settings. The status of the purchase invoice now changes from mutation into printed and the invoice will be locked. Purchase invoices with the status printed can be transferred to the financial administration.