Invoicing and AR
From LaneWiki
L’âne supports a simple invoicing and accounts receivables system. Currently, the payment terms only allow “due in X days” type of accounts (rather than “due on the Xth of the month”). It supports automatic early payment discounts (ie 2% 10 Days/Net 30), statement generation, page invoices (in addition to the register receipts), and many related features.
Contents |
[edit]
Invoicing Sales
- To assign a sale to a given customer, open that customer. You can perform this operation at any time before finalizing (tendering) the sale.
- Tender the sale to “House Account” (in the sample dataset).
After verifying that the customer has enough credit available on his or her account, the sale will be finalized.
[edit]
Receiving Payments into a Customer’s Account
- In a new sale, open that customer.
- Enter the amount received (without the decimal separator).
- Press R/A.
- Finalize the sale with the appropriate tender (Cash, Check, et c.)
[edit]
Viewing and Printing a Page Invoice
- Run the sales-ticket.xml report (#Tools).
- In the browser window, select Print (which is usually under File).
[edit]
Related
[edit]
Opening a Customer in Register
Enter the customer’s id and press Customer. This operation will assign this sale to the given customer (if your register interface has a summary area, the customer’s name will be displayed in that area).
[edit]
Object Classes
- Customer
- The basic unit of organization. Each customer can have one or more invoices (tickets) assigned to him or her. Also, each customer has a specific payment term, tax rate, and credit limit.
- Term
- This object specifies the payment terms including due days, past due interest rate (not automatically applied), early payment discount days, and early payment discount rate (automatically applied).
[edit]
Tools
- XML Reporter
- The provided reports (invoices and statements) are written for this tool. (see Using XML Reporter)
