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Features for Sales Agents»Invoices
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Last modified on 10/26/2012 1:23 PM by User.

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Invoices

OASIS tracks both commissioned invoices and resell invoices:

Kind

Description

Color

Commissioned

Tracks manufacturer’s invoice to customer and used to estimate commission to be received.  This type of invoice is entered so that commission payments can be accurately reconciled.

Gray

Vendor Invoice

Identifies what was shipped by the vendor and the cost of the items

Green

Customer Invoice

Invoice created to bill the customer

Red

Dual Billing Screen

Entry only screen for creating a vendor invoice and customer invoice at the same time

Gold

(The color used to identify the transaction type appears as the background of the screen.)

Invoices can be entered at the order or the line level.  Invoiced items entered at the line level will appear in the order making it easy for CSR’s (project managers) to reconcile a job. 

Commissioned Invoice

Commissioned invoices are applied to existing commissioned orders and used to identify the value of the material that has shipped. Commission (and overage) is estimated from the lines identified on the order as “shipped” or as an average commission rate for the order (if a lot invoice is applied). These invoices are entered to update the order but more importantly to reconcile commission payments to make sure that the agent is receiving the money they are expecting. 

Vendor Invoice

Vendor invoices are applied to existing vendor orders in OASIS and used to identify the cost of the material that has shipped. Items and costs are used by the customer invoice in OASIS to bill the customer for the shipped material – but at the sell price. The sell price is auto calculated as a ration of the invoiced cost to the original vendor order cost. For this reason, it is strongly recommended that any accepted change in value from the vendor be recorded in the OASIS order (e.g. the vendor’s price does not match what is in OASIS).

Customer Invoice

Customer invoices identify the items and sell price being billed to the customer. The customer invoice may be created before or after the vendor invoice is created. Additionally, customer invoice entry may be for multiple vendor items.

Deposits are specialized customer invoices. However, OASIS separates the numbers as the deposit value is later withheld as the material ships (to help guard against overbilling).

Dual Billing Screen

The dual billing screen simplifies the billing process. The assumption is that the vendor and customer invoices are created at the same time. From a business perspective, the concept is “bill as it ships”. The only limitation is that material from only one vendor may be billed at a time.

  • Export resell customer Invoices from OASIS to Quickbooks Pro ™  2011 or later
  • Choose to manually close orders and invoices for small amount.  Set up automatic process to automatically close based upon percentage or earnings or dollar amount by manufacturer.
  • Use OASIS’ invoice dispute process for commissioned invoices.  Trigger an invoice and associated order for review by any user- a link to both along with a message will be added to their home screen.
  • Provide all invoice, order and payment information to the manufacturer quickly through our dispute note for disputed commissioned invoices.
  •  Aged invoice and commission reports
  • Deposit and pro forma invoices
  • OASIS supports both negative invoices and credits.  Negative invoices put money back into the order as needing to be invoiced in the future.  Credits are reflected on a separate entry and do not affect the value invoiced on the order.
  • Manage restocking fees.
  • Integrated resell invoicing system. Enter one vendor’s invoice to trigger customer invoicing on the whole order.  Or create both the vendor and the customer invoice at the same time.
  • Add freight and misc charges to invoices without adjusting the value of the order.
  • Resell customer invoices will show the tax accounts associated with purchasing customer.  Tax accounts can be easily changed if the shipping address changes what tax should be paid.
  • Sales tax reports