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Delivery Method | Description | ||
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Invoices/credit notes are printed and sent to the debtor. | |||
Invoices/credit notes are sent to the debtor electronically via email. For this delivery method, one or more delivery contacts must be selected to determine to whom invoices/credit notes will be emailed. The list of delivery contacts includes the bill to contact and all other client contacts who belong to the parent/client/cost centre entity to which the debtor is linked. The list of delivery contacts also includes an Order By Contact option to allow emailing to the client contact who is the site contact person on a job order. However, this contact will only be emailed invoices/credit notes if the data group on the set of invoice details is Order by Contact, Job or Order By Contact and Purchase Order Number. It is also mandatory to select an email delivery method, which determines if invoices/credit notes are to be sent to email address 1, email address 2 or both email addresses, as defined on the contact details of the selected delivery contacts. The Order By Contact option applies to timesheet-based invoicing only. For manual invoices, each invoice item could be linked to a different job order and therefore a unique order by contact cannot be determined for delivery. Also, an invoice item on a manual invoice do not need to be linked to a job order and therefore an order by contact cannot be determined. | |||
EDI | Invoices/credit notes are sent to the debtor via an electronic data interchange (EDI) process. Note that this is an invoice grouping method only and FastTrack360 does not provide any standard EDI integration. If invoices are to be delivered via EDI a client-specific integration is required or the reporting engine can be used to collect the relevant invoice data and generate the relevant output format. | ||
eInvoicing | This delivery method is available for Australia and New Zealand only. Invoices/credit notes are sent electronically to an eInvoicing gateway, from which a debtor’s receipting system can download the document.
For this delivery method it is necessary to select the following:
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No Send | Invoices/credit notes are sent to the debtor via a method other than print, email or EDI. |
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The debtor billing details also require a taxation number to be specified for each type of tax that is applicable to the debtor. The tax types that are applicable to the debtor depend on the country to which the debtor belongs and are automatically applied to invoices that are issued to the debtor.
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If the debtor is exempt from a particular tax, an Is Exempt flag option can be set ticked against the relevant sales tax type in the debtor billing details so that the corresponding tax will not be applied to invoices that are issued to the debtor. Where that is the case, when the billing company that is linked to the debtor billing details issues an invoice to the debtor, the exempted taxes are not applied to the debtor’s invoices.
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If multiple rates can apply to the same type of sales tax for the debtor’s country, there can be multiple records configured in Billing > Maintenance > Taxation for each respective rate (for example, VAT 20%, VAT 0%). Where that is the case, the Is Exempt option in the debtor billing details can be used to prevent the sales tax rate that is not applicable to the debtor from being applied to their invoices. |
Custom Fields
If your business requires additional information to be captured against debtor records, custom debtor fields may be configured to capture the relevant additional information. Some custom fields may be configured to be mandatory, in which case you will need to key in information into the relevant custom fields before you will be able to save the debtor record. Custom fields are configured in Maintenance > Custom Fields, and made available for ‘Debtor’.
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