We end our tips and tricks blog series with answers to frequently asked questions for our remaining application, Paxia Invoices. Continue reading for the first three of seven tips.
Tip 1
How do I use rules to assign invoice or line-item level tags and/or error codes?
Invoice Tags:
- Navigate to Invoices > Administration > Invoice Tags
- Create Invoice Tags such as account number, cost center codes, and location ID
- Use the Service Validation Rule Engine to trigger when to assign each invoice tag
Error Codes:
- Navigate to Invoices > Administration > Error Codes
- Create Error Codes to manage invoice discrepancies like billed qty or an amount greater than order qty/amount unscheduled line item
- Use the Invoices Validation Rule Engine to trigger when to assign each error code
Tip 2:
How do I create any combination of taxes, fees, and discounts applied at the Invoice or line-item level?
Create charge types:
- Navigate to Invoices> Administration > Charges.
- Create all the required taxes, fees, and discount entities
Specify charge values:
- Navigate to Invoices > Administration > Station Invoice Properties
- Search for a station and use the ‘Add Charge Value’ function to assign charge values either by a fixed amount or a percentage
Define price alteration method:
- Navigate to Invoices > Administration > Price Alteration Method
- Create formulas to determine how the charge types are required to be applied/calculated and in what sequence
Tip 3:
How do I upload supporting documents related to an invoicing period?
- Navigate to Invoices>Search Invoicing Periods
- Use filters to display the required invoicing periods
- Click on the ‘View Attachment’ icon against the invoicing period
- The screen will show a list of previously attached documents to select and view
- Use the ‘Upload’ button to attach a new document
UP NEXT: The last four tips for Paxia Invoices.