Dataplate Software System
Invoicing
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This module enables the user to invoice completed jobs. A CSV file is also produced for account software, if this option is activated from the main settings.
Customer
Lists all customers that have jobs ready for invoicing, click a customer to list all completed jobs.
Invoice Batches
Check box that enables the user to invoice batches or part orders. Tick to view customers with batches booked out ready for invoicing or clear to view customers with completed jobs ready for invoicing.
Invoice No.
Displays the invoice number, which can be setup in the main settings on further details.
Invoice Address
Displays the customer invoice address.
Account Ref.
Displays the customer Account Reference.
Tax Code
Select the Tax code if this option is set up. The first record in the Tax code table is displayed as default.
Payment Due
Displays the date that the invoice is due for payment based on the recorded credit terms for the selected customer.
Credit Terms
Displays the credit terms for the selected customer.
Completed Job List
Displays all completed jobs for the selected customer.
Invoice All
Click this button to invoice all listed jobs or select individual jobs to invoice.
Notes
Enter notes to be printed on the invoice.
Additional Charge
Enter any additional charges for the invoice.
Nominal Acc. Ref.
Select the Nominal Account reference for this invoice if set up.
Dept. Code
Select the Department code for this invoice if set up.
Transaction Type
Select the transaction type if set up.
Totals
Displays sub total, VAT and total of the invoice.
Pricing Form
This form allows the user to increase or decrease prices by customers or finish by a percentage. Individual parts can have their prices changed in the settings area.
Customer
Tick check box and select customer to change prices or leave tick box empty and change prices for all customers.
Finish
Tick check box and select finish to change prices or leave tick box empty and change prices for all finishes.
Percentage
Enter the percentage of the price change and select either increase or decrease.
Round Up
If checked this will round up the price change to the nearest penny, else this will change the price to give a higher decimal place price in some circumstances. The check box is ticked by default.
Price
Lists all parts that have had a price change based on the criteria supplied.
Notes
Enter notes for the price change.
Raising An Invoice
To raise an invoice, select the customer. Select jobs to invoice or click ‘Invoice All’ Click save to create the record. At this point the CSV file is created if this option is set up. Click Print Invoice.
Invoice Printout
Accounting Software
It is recommended that the company have a third party accounting application like Sage or Pegasus installed to control the customer accounts. Dataplate will export invoice records to accounting software via CSV files