billing application

Invoice issuance refers to the circumstances under which invoices are issued according to laws and regulations. Based on the need to prove the transfer of ownership of goods and funds, the need for accounting and the need for tax management, invoices should be issued when business operations occur and business income is recognized. The payee will issue to the payer, and under special circumstances, the payer will issue to the payee. For the management of invoicing, the invoicing application module of the Funshare CRM system directly establishes an association relationship with the customer module and the sales order module, and at the same time can directly synchronize the customer's financial information to the invoicing application module, which is convenient for enterprises to use and avoids personnel Errors between message transfers.

The invoicing business process of an enterprise varies according to the industry it belongs to.

In the FMCG industry, the invoice is first issued before the repayment is received, and the repayment will be based on the invoiced amount.
In other industries, the payment is collected first, and then the invoice is issued, and the invoice is issued according to the amount of the payment.

Generally speaking, since the total amount of the final payment is equal to the total amount of the sales order, the total amount of the invoice will also be equal to the total amount of the order.

all:
- The person in charge is the current user or his subordinates
- or related team members include the current user or his subordinates
- Or the current user is responsible for the data of the department responsible for the approval of the billing application financial role (for example, user A has the role of "billing finance" and is responsible for approving the billing application records submitted by department B, then user A can view all the records that the person in charge belongs to department B billing application records).
- Or configure the "Data Sharing" rule of the billing application in the "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user group of the current employee
- or "My department's" data.
I am in charge of: the person in charge of the billing application is the current user
I am involved in: The current user is included in the relevant team members
My subordinate is in charge of: the person in charge of billing application is the current user's subordinate
My Subordinates Participated in: The relevant team members include the user's subordinates
Shared to me: Configure the "Data Sharing" rule of the billing application in the "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or current employee's user group
I am in charge of the department:
- The current user is the department head of the main department
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".

Remarks:

"CRM Admin" can view all data.

All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.

How to create a new billing application
- manually created
  - Entrance: [Billing application] list page
  - Associated object [customer] details page - under [billing]
  - Associated object [Sales Order] details page - under [Billing]
- Import, see Import for details
Business supplement when creating a billing application.
- Confirmation process: Since the billing application involves the company's finances, it needs to be approved and confirmed by relevant financial personnel. After creating a new billing application, the process will automatically flow to the person corresponding to the "Billing Finance" role for confirmation.
- The invoicing application supports filling in amount is a negative number. For an invoicing application with a negative amount, when the sales order counts the invoiced amount, it supports subtracting this part of the amount from the total invoiced amount

Business Description: Since the billing application involves the financial information of the enterprise, it needs to be approved and confirmed by relevant financial personnel.
Approval Process Definition: The system presets that the creator of the billing application submits it to the billing financial confirmation.
Approval Process Processing: After saving the newly created billing application, you can view the pending billing applications transferred to the "Billing Application Finance" in "CRM Reminder-Pending Confirmation Billing Application", click to process, or you can click "Billing Application" " list to open billing application details processing.
- Confirmation: The approval is passed and completed.
- Rejected: After rejection, mark the billing application status as "rejected", and you need to modify the billing application information and submit it again.

See Common List Operations for common operations on the list page
Add sales records, see sales records for details
Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action

2022-11-22

billing application

1. Examples of business usage scenarios

2. Detailed introduction of billing application

2.1 Preset Scenario for Invoicing Application

2.2 Business operation of billing application

2.2.1 Create a new billing application

2.2.2 Billing Application Approval Process

2.2.4 General business operations for billing application

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