- Synthesis of all Costs to this page, help you synthesize all Cost of provider by each shipment.
- Make a Payment record of Cost for the provider, one or many invoices on the system.Â
- Alert each cost due date or overdue, unpaid based on the system’s status.
- Note: The Cost here is synthesized before making an invoice from Credit Note in the “Cost feature” in shipment. You can read the guideline (How to read a Profit & Loss report of a shipment)Â
1. Check the Cost
Step 1: (1) Choose Accounting> (2) Tab Cost
Step 2: Choose the time filter in the red box (Note: this is the time of the data that creates the invoice on the system): check the records by day, month, year, or anytime.
Step 3: Besides the system also has other different filters. Example: filter by ETD; ETA; Bill To (customer); Date Invoice (the date created the invoice); Bill No. (bill number)...
Click the tunnel icon to filter:
2. How to make a Payment record of Cost for the provider on the system
2.1 Â How to make a Payment record for one invoice:Â
Step 1: Use the filter to search the record you want to make a payment record
Step 2: (1) Choose the checkbox into the invoice you want to clear > (2) in the Action > choose (3) Make Payment Record
Step 3: The “Make Payment record” window opens: Explaining the fields as below:
- Recipient Type (pay to who): the system already loads the Providers, if you want to choose other recipients you can choose in the list: Provider; Customer; CustomÂ
- Select provider: the system automatically loads the name of the provider, in this, if you want to choose other providers, you can choose from the list:
- PIC: the person who is in charge of the provider.Â
- Payment date: The date you have to pay the invoice (on payment order)
- Amount: the system already loaded the amount of money that needed to be paid to the provider.
- Payment Method
- Description: input the description (if you need)
- Note: input the note (if you need)
- Attachment: attached the file (if you need)
- Save: click “Save” to finish.
2.2 Â How to make Payment records for many invoices:Â
To make Payment records for multiple invoices, these invoices must have the same Provider and have an unpaid status ( PENDING and OVERDUE)
Step 1: (1) Use the filter to search many invoices, Example:
(2) Pay for: choose the provider's name
The system will load invoices has the same condition as you just filtered.
Step 2: (1) Click the checkbox on the invoice you want to select > (2) in Action choose Complete Payment
Step 3: In the window “Make Payment Record” input information as step 2 in 2.1
3. Statuses of Payment record
PENDING: the invoice isn’t paid yet
PAID: the invoice is paid
PARTIAL: the invoice is paid partially.
OVERDUE: the invoice is overdue how many days
Due Date: showing how many days are left to pay the invoiceÂ