Versatility is the key to invoicing and cost control. The Optima charges screen offers non-compromised cost control and invoicing capabilities.
All features cannot be shown on this Web site; however, Invoice/Charge features include:
Individual charge lines may be invoiced to different addresses as required.
Extra costs can be added from more than one supplier without raising a separate order e.g. Couriers, Taxi firms etc.
Extra Sales/Invoice charges can be added at any time.
Multiple invoices can be raised as the job progresses if you wish e.g. invoiced up-front charges etc.
Charges may be added to be included within a 'Consolidated Invoice' if you wish.
This screen is not required during the enquiry stages, thus enquiry charges etc. are retained for reference on previous screens.
Comparison
of 'Expected' charges, 'Actual'
charges and 'Booked' charges,
ie:
• Booked - what costs and charges were
expected at the time of placing
the order.
• Expected - charges that have not yet
been invoiced, or costs that
have not yet been allocated.
• Actual - invoiced and allocated cost
values.
Charges Screen
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Things to note:
Colours are used to help show status of charge lines
The 'BIKE' charge has been added from a different supplier.
The 'Red' charges have been invoiced to the customer.
Booked Actual and Expected charges are shown for you information on the bottom section of the screen.
£681 has not yet been allocated (Black charges).
Various VAT rates may be applied as required.
There is no limit to the amount of extra charges that may be entered.
Invoicing
may be carried out by:
• Single Invoice
• Batch Invoicing run
• Consolidated Invoice (many jobs/call-offs
on a single invoice)
• Call-off Invoice - all charges
applied during call-off
