Proposal summary JCurve Solutions would like to create a new report to retrieve data for data from Invoices, Credit Note documents, Debit Note documents. The report can recall backdate and need to show the amount based on as at date selected. And print reports in Excel format. Requirement New report ‘Invoice Uncollected’ to retrieve data… Continue reading PROPOSAL FOR INVOICE UNCOLLECTED
Tag: invoice
System Generated Invoices
System Generated Invoices
Custom Field for Store Invoice Number on Time Record when an Invoice is Created for the Billable Time
Requirement Time Transactions are created through Transactions > Employees > Track Time for billable time to a Customer or Project. When the time is Invoiced, a custom field holding the Invoice Number should be automatically populated on the Time Tacking record. Solution Create a Transaction Line Field on the Time Tracking Record with Type = List/Record of Transaction, Applied To = Time, Display Type = Disabled Create a User Event Script deployed on Invoice with After Submit Function that stamps the Custom Transaction Line Field value… Continue reading Custom Field for Store Invoice Number on Time Record when an Invoice is Created for the Billable Time
Invoice email script-payment
script that triggers only on Create context of Payment ,that will send the emailusing the email template “CTG-Invoice” to anyone with “receive invoice” (on the customerform, under Relationships) checkbox checked and terms not Empty. only send the email in the case of invoice is “Paid in Full”
Tax codes are not available in the vendor bills/invoice
The tax codes are listed according to the tax nexus of the vendor/customer. The different scenarios of tax codes are added below: Default shipping address – Yes Default Billing Address – Yes then, the vendor bill will list the tax codes in the vendor address country. 2. Default shipping address – No Default Billing Address… Continue reading Tax codes are not available in the vendor bills/invoice
Requirement:Encrypted QR code on invoice
Solution
Update Due date based on Uploading Date in the Invoice Record
Requirement The client requirement is to update the due date in the invoice record according to the uploading date and the customer’s terms of billing. While doing a CSV import, the “uploading date” should be populated through the import and the script will be updating the due date(field id: “duedate”) accordingly While uploading the file,… Continue reading Update Due date based on Uploading Date in the Invoice Record
Saved search to get the contacts of the customer from an invoice.
Requirement – The purpose of this saved search is to run a report on all our contacts and bring in their spend in the past 12 months. The search should display the primary contact of the customer if there is no contact added in the invoice. Solution – Create an invoice saved search including the… Continue reading Saved search to get the contacts of the customer from an invoice.
Invoice Group Feature
KEY-NOTES New NS 2020.2 feature Lets you group invoices for your customers Combining multiple invoices into one invoice group based on the customer. Invoice groups do not post to the general ledger After an invoice group is created, you can add or remove invoices from the group. We can create an invoice group with a… Continue reading Invoice Group Feature
Automation of Creating Invoices and Bills for intercompany sales orders
This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders