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Pro‐Billing for IG
Contents
Summary ...................................................................................................................................................... 1
Terminology & Abbreviation ......................................................................................................................... 1
Mechanism ................................................................................................................................................... 2
Billing Date Configuration ............................................................................................................................. 2
Pricing Option Settings ................................................................................................................................. 3
Using Pro‐Billing ........................................................................................................................................... 4
Billing List ............................................................................................................................................. 4
Export a PDF bill ................................................................................................................................... 6
View/Edit a bill ..................................................................................................................................... 7
Delete a bill .......................................................................................................................................... 7
Summary
Pro‐Billing is a new feature for the InventoryGuardian web application. It is to help IG users to generate
and manage monthly bills.
With Pro‐Billing, IG user could generate monthly bills with simple steps.
Monthly bills will include Sales type bills, and also Rental type bills for the billing month. And all the
monthly bills will be calculated with user‐preset parameters, and will only include charges in the billing
month.
IG user still could apply different discount, tax rate to the bills that generated by Pro‐Billing for more
flexibility.
This document will describe how to configure and use Pro‐Billing feature for IG.
Terminology & Abbreviation
• IG – InventoryGuardian Web Application.
• Invoice – Refers to the Invoice in the IG web application specifically.
• Billing Month – The month that IG user is doing Pro‐Billing.
• Billing Date – The date that IG user set to bill every month.
• Billing Period – The period from last month’s Billing Date to this month’s Billing Date (inclusive).
i.e. If IG user set 15th as his Billing Date. For the month 2008 Dec, the Billing Period will be from Nov 16th, 2008 to Dec
15th, 2008 inclusively.
• Month Base Days – Days number that set by IG user to calculate daily price unit for rental type
invoice.
Mechanism
Pro‐Billing will generate monthly bills based on the Invoices, and those Invoices will be considered
original records.
Pro‐Billing will generate monthly bills based on the following scenarios:
1. For Sales type Invoices
Pro‐Billing will generate bills for all the Sales records in the billing month’s Billing Period.
2. For Rental type Invoices
For every Rental Invoice, Pro‐Billing will calculate the billing month’s rent based on the real rental
days that occurred in this month’s Billing Period.
If the real rental days are less than a whole month (the billing month), rent will be calculated as the
following formula:
Rent = Real Rental Days * Daily Price Unit
Daily Price Unit will be related with the Pricing Option in the Invoice. If the Pricing is daily based,
Daily Price Unit will be the Price; if the Pricing Option is monthly based, Daily Price Unit will be as
Price/Month Base Days
i.e. If an Inventory Item with Barcode #22335, and in Invoice with No #656, it has Monthly price $30. And Month Base Days
is set to be 30, then for this Inventory Item, its Daily Price Unit will be as follows:
Daily Price Unit = 30 (Price) / 30 (Month Base Days)
Billing Date Configuration
Currently, every IG user could configure own billing date setting for the first time usage.
Once IG user has clicked “Bill Now” in the Pro‐Billing page, this setting will be locked and won’t be
changed again.
*Refer to the Usage section for more information.
Default billing date will be 15th in every month if user doesn’t apply any change.
Refer to the following steps to configure billing date:
1. Login first at the home page.
2. Go to the “Configuration” section in the workspace.
3. Click the “Billing Date” menu on the left side.
4. Change the Billing Date as demand.
Pricing Option Settings
Every IG user could set up own Month Base Days for monthly rental pricing option.
In Pricing Option page, if IG user ticked Monthly Rental option for a Price, extra options will show up for
IG user to set Month Base Days.
Using ProBilling
Billing List
Billing List shows a full billing history in a month order.
For the months that have been billed, IG user may click on the “View Detail” to see detailed billing
information.
For the month that hits the Billing Date, IG user could generate bills for the month by simply clicking the
“Bill Now” link.
Then this month’s bills will be generated instantly based on the Invoices.
And then, IG user could generate PDF bills, view/edit bills, or delete bills as demand. All the operations
IG user did, will only affect Billing List (History), won’t affect Invoice information at all.
*Please notice, since user could add or modify the Invoices all the time, every month’s billing will only be generated based on the
Invoice status when user doing the “Bill Now” operation. And, if user supplied (added) or modified some Invoices that involves
months have been billed, IG won’t add or modify any relative billing information accordingly.
Export a PDF bill
In the Bill Detail page, by clicking the first ICON button , could generate Bills in PDF format directly.
It could also be done in the View/Edit page, and click Bills Generation button.
View/Edit a bill
In the Bill Detail page, by clicking the second ICON button , it will navigate to the Bill View/Edit page.
IG user could apply some edit or modification on limited options/fields.
Delete a bill
In the Bill Detail page, click the third ICON button , a confirmation dialog, IG user could delete this
bill by pressing “OK” button on it.
*Currently, bill deletion won’t be logged. |