Difference between revisions of "How do I Add a Fuel Surcharge To Logistics Invoices?"
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Go to {{Menu|{{TI}}|Invoice Production}}. | Go to {{Menu|{{TI}}|Invoice Production}}. | ||
* {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I Find a Customer?|customer]]}} you want to invoice. | * {{DataPrompt|Account :}} Enter the {{DataValue|[[How do I Find a Customer?|customer]]}} you want to invoice. | ||
− | * {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. | + | * {{DataPrompt|Invoice Date :}} Enter a {{DataValue|[[Platinum Dates|date]]}} to be printed on the invoices and stored on accounting records as the date of the transaction. |
− | * {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.'' | + | * {{DataPrompt|Job Status :}} Enter the {{DataValue|[[How do I Add/Edit a Job Status?|status]]}} for tickets you want to invoice. ''Leaving this blank will result in the job status being ignored.'' |
* Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}. | * Set the {{DataPrompt|Discount Type :}} to {{DataValue|B}}. | ||
* On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | * On {{DataPrompt|Discount %}}, enter the fuel surcharge {{DataValue|percentage}} that you want as a '''negative''' figure. | ||
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*[[Invoicing Logistics Jobs]] | *[[Invoicing Logistics Jobs]] | ||
− | {{KB_Tags| | + | {{KB_Tags|add, adding, include, fuel, charge, surcharge, invoice, logistics}} |
− | {{Guide}} {{KB_TI}} | + | {{Guide}}{{KB_TI}} |
Revision as of 12:14, 21 December 2018
Summary
This article will explain how to add a fuel surcharge to a Logistics Management Invoice.
More Information
Go to " Logistics Management Invoice Production".
- "Account :" Enter the 'customer' you want to invoice.
- "Invoice Date :" Enter a 'date' to be printed on the invoices and stored on accounting records as the date of the transaction.
- "Job Status :" Enter the 'status' for tickets you want to invoice. Leaving this blank will result in the job status being ignored.
- Set the "Discount Type :" to 'B'.
- On "Discount %", enter the fuel surcharge 'percentage' that you want as a negative figure.
Entering a positive amount will result in a discount being applied rather than a Fuel Surcharge added. |
- Now invoice out the Jobs in the usual fashion.
See also
- How do I Find a Customer?
- Platinum Dates
- Entering Logistics Management Jobs
- Invoicing Logistics Jobs