In the Invoices and Payments window, Winner users can follow up the invoices and payments for a quotation. Here users can, create and print invoices, register discounts, payments, cash sales, credit notes and print payment reminders.
At Project level:
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Left-click to select the desired alternative and then select Alternative > Invoices and payments.
- For a combined quotation, select the Combined quotation tab, located alongside the Milieu tab, left-click to select the desired combined quotation and then select Combined quotation > Invoices and payments.
The Invoices and payments window will open.
Invoices and payments
View full screen in a new tab.
Contract
This area holds the information on the contact (customer) assigned to the project, the contract number and the value of the contract.
Settings
Holds the details for the credit term and the ability to add a cash discount as a value or percentage.
Payment calendar
In the payment calendar you can set how the total amount is to be split and paid by the customer. Use the drop down button to the right to create or delete new lines.
Note: You can set up a default payment calendar, for more information click here.
Invoices, Payments and Credit notes
Displays the list of the invoices, registered payments and credit notes created against the project. Here you can select them to print or view.
New feature: Payments will also be allocated a number and cannot be deleted but reverted to make a correction if an error has occurred. This allows for a clear audit trail and the Payment number can also be given a number range rule. For steps on how to create a number range rule in Flex click here, for Winner Design click here.
Invoices
Using the drop down button you can select different options for creating all the invoices or create them as needed. You can also delete unconfirmed invoices at this point if it has not been printed.
Note: it is illegal to delete invoices in some countries.
Selected invoice
These options only become available once you have selected an invoice in the table under Invoices, Payments and Credit notes. Clicking on the drop down buttons you can create or print out the invoice, credit note, reminder and, register a payment.
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