Screens and menus
Every Billing menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (9)
Billing > Overview
Billing overview
- What it is for
- Today's billing position: what to invoice, what waits, what is overdue
- List: columns and filters
- Six figures with last-7-days change (sales orders to invoice, draft invoices, waiting for approval, overdue receivables / due this week, matching exceptions, refunds pending); billing trend by month (invoiced, credits, collected); receivables aging; approval queue with age; exceptions requiring action; collections and refunds; recent billing activity (paged, exportable). Period selector: this month / last month / this quarter / this year
- Buttons and actions
- Refresh, View all, View invoice register, Export, open a row
- Permission needed
- billing.view
Billing > Customers
To invoice (backlog)
- What it is for
- Order lines with something left to bill, on their billing basis (ordered / delivered / milestone)
- List: columns and filters
- Order, Partner, Date, Line, Basis, Ordered, Delivered, Invoiced, To bill, Value. Side selector Customers / Suppliers. Capped at 300 open orders
- Buttons and actions
- Tick lines > Create invoices (preview dialog shows grouping, split reasons and skipped orders) > Submit
- Permission needed
- billing.view (list), billing.manage (create)
Customer invoices
- What it is for
- Every customer invoice and its billing state
- List: columns and filters
- Number, Date, Partner, Status, Approval, Issued, Supply date (hidden by default), Due, Total + currency. Server sort on number/date/state/partner/total/due; filter on state; search number/partner
- Buttons and actions
- Open row -> billing record
- Permission needed
- billing.view
Credit notes
- What it is for
- Every customer credit note
- List: columns and filters
- Same columns as Invoices
- Buttons and actions
- Open row -> billing record
- Permission needed
- billing.view
Refunds
- What it is for
- Paying a credit back: requested -> approved -> paid (shown only when feature Refunds is on)
- List: columns and filters
- #, Credit note, Customer, Amount, Status, Asked by, Decided by, Payment
- Buttons and actions
- Row buttons: Approve / Refuse (when Requested), Mark paid (when Approved)
- Permission needed
- billing.view; approve needs billing.refund.approve
Recurring contracts
- What it is for
- Contracts that raise an invoice every period (shown only when feature Recurring invoices is on)
- List: columns and filters
- Code, Name, Status, Customer, Every, Next invoice
- Buttons and actions
- New, open record: Start, Pause, End, Edit (draft/paused), tab 'Invoices raised'
- Permission needed
- billing.view / billing.manage
Billing > Vendors
Vendor bills
- What it is for
- Every supplier bill and its billing state
- List: columns and filters
- Same columns as Invoices
- Buttons and actions
- Open row -> billing record
- Permission needed
- billing.view
Debit notes
- What it is for
- Every supplier debit note
- List: columns and filters
- Same columns as Invoices
- Buttons and actions
- Open row -> billing record
- Permission needed
- billing.view
Billing > Approvals
Waiting for approval
- What it is for
- Documents sent for approval and not yet decided (shown only when feature Approval policies is on)
- List: columns and filters
- Number, Kind, Partner, Date, Asked by, Total
- Buttons and actions
- Open row -> billing record (Approve / Refuse)
- Permission needed
- billing.view; deciding needs billing.approve
Billing > open any invoice / bill / note
Billing record
- What it is for
- What Billing adds around the document: parties, supply date, approval, issue check, legal snapshot, instalments, corrections, refunds
- List: columns and filters
- Stage rail Draft > Approval > Issued; tabs Billing, Instalments (posted), Corrections, Refunds (credit notes), Legal snapshot (posted), History; smart buttons Open document, Instalments, Corrections
- Buttons and actions
- Edit/Save/Discard, Send for approval, Approve, Refuse, Post, Credit note, Credit and rebill, Refund, Defer revenue, Back to list (each shown only when the server's 'can' list allows)
- Permission needed
- billing.view; edit billing.manage; post document.invoice
Billing > Reporting
Invoice register
- What it is for
- Posted documents in a period, less notes; reconciliation line (net + tax = total on each row)
- List: columns and filters
- Number, Kind, Date, Supply (hidden), Partner, Original, Status, Currency, Net, Tax, Total, Signed, Home (hidden). Side Sales / Purchases; From / To dates (default 1 Jan this year to today)
- Buttons and actions
- Open row
- Permission needed
- billing.view
Tax bridge
- What it is for
- Register tax against the output/input tax accounts' movement; a difference is tax posted outside invoices
- List: columns and filters
- Bridge: Side, Register, Tax account, Ledger movement, Difference. By code: Side, Tax code, Register tax (home). From / To
- Buttons and actions
- Change the period
- Permission needed
- billing.view
Correction chain
- What it is for
- Notes against their originals; reconciliation 'notes never exceed the original' and count standing alone
- List: columns and filters
- Note, Kind, Date, Partner, Reason, Original, Original total, Credited so far, This note, Refunded. From / To
- Buttons and actions
- Open row
- Permission needed
- billing.view
Instalments due
- What it is for
- Open instalments of posted invoices; reconciliation 'each invoice's instalments add to its total' (only when feature Instalments is on)
- List: columns and filters
- Invoice, Partner, #, Due, Status, Amount, Open, To collections
- Buttons and actions
- Hand overdue to collections; open row
- Permission needed
- billing.view; hand-off billing.manage
Billing > Configuration
Grouping policies
- What it is for
- What orders must share to go on one invoice
- List: columns and filters
- Code, Name, Status, Default, Activated by
- Buttons and actions
- New, Edit (draft), Activate (another person), Archive, Back to draft
- Permission needed
- billing.view; changes billing.configure
Approval policies
- What it is for
- Which documents need approval before posting (only when feature Approval policies is on)
- List: columns and filters
- Code, Name, Status, Default, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- billing.configure
Correction reasons
- What it is for
- Why a credit/debit note is raised and its limits
- List: columns and filters
- Code, Name, Status, Default, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- billing.configure
Issue profiles
- What it is for
- Per-country fields that must be present before an invoice is issued (posted)
- List: columns and filters
- Code, Name, Status, Default, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- billing.configure
Revenue recognition
- What it is for
- Products whose revenue is deferred and released monthly (only when feature Revenue recognition is on)
- List: columns and filters
- Code, Name, Status, Default, Activated by
- Buttons and actions
- New, Edit, Activate, Archive, Back to draft
- Permission needed
- billing.configure
Applications > Billing
Billing features
- What it is for
- Switch Approval policies, Refunds, Recurring invoices, Instalment schedules, Revenue recognition on/off (two people)
- List: columns and filters
- Always on (locked): Customer invoices from orders, Supplier bills, Credit and debit notes, Frozen legal snapshot (protected). Planned: Self-billing and evaluated receipt settlement
- Buttons and actions
- Toggle, Preview impact, Propose, Approve (another admin)
- Permission needed
- Company admin (configuration rights)
Billing fields
- What it is for
- Field modes of the billing record
- List: columns and filters
- Date of supply (Hidden / Optional / Required; when hidden: the invoice date); Sold-to, bill-to and payer (Hidden / Optional)
- Buttons and actions
- Change mode, Propose, Approve
- Permission needed
- Company admin
Sales > Invoices / Purchase
Invoice document
- What it is for
- The invoice itself: lines, totals, tax, payments (owned by Sales / Purchase / Finance, opened from the billing record)
- List: columns and filters
- Header, lines, totals
- Buttons and actions
- Edit draft, Post, Register payment
- Permission needed
- document.view / document.invoice