Billings List
Last updated
Last updated
Billings is a menu used to manage Customer invoice data.
The Billing List is a submenu of Billings. To access this menu click "Faspay Billing" → "Billings". The following is a view of the Billing List page.
Notes:
A description of the invoice status on the Billing List page is as follows:
Draft: Invoice data is stored in a draft that hasn’t yet been sent to the customer.
Unpaid: An invoice has been sent to the customer but no payment has been made.
Partially Paid: Partial payment has been made, but not yet full.
Paid: A full/full payment has been made.
Overdue: Overdue is past the payment due determined.
Cancelled: Cancellation of the submitted invoice.
Proforma: A temporary invoice is submitted to the customer to confirm the bill, invoice data can still be changed if it is inappropriate.
The following is an action that can be taken on invoices that have been created:
Invoice files can be exported into Excel and PDF format, the following are the steps to export:
Select the invoice file on the Billing List page, → checklist the selected file and click the "Excel" icon to export the file into an Excel format.
Invoice files in Excel format will be displayed.
As for exporting into PDF format, select the invoice file on the Billing List page, then check the file. Next, click the "PDF" icon to export the file into PDF format.
The invoice file will be displayed in PDF Format.
Search data on the Billing List page, can be done by inputting the invoice data keyword in the search field.
The search results such as the following will be displayed.
Cancel invoice on the billing list menu page can be done by:
Select invoice by checklist the row of invoice data on the billing list menu.
Next, click “Cancel Billing” icon.
The confirmation message will displayed, and then click “Yes”.
A notification that the invoice has been canceled will be displayed.
Below is a list of invoices with the status 'Cancelled' on the billing page.
Delete invoice on the billing list menu page can be done by:
Select invoice by checklist the invoice on the billing list menu.
Next, click the "Delete Billing" icon.
It will display a confirmation message, click "Yes" to continue deleting.
Data is successfully deleted.
Single Billing is an invoice that is made singly using the once, scheduled, or recurring type.
Select the Billing List menu on the Faspay Billing menu, then display the Billing List menu page. Click "+ Single Billing" to add new invoice data.
Next, the Single Billing form will be displayed.
Field Parameter Single Billing form
To
Customer data
Customer Name
Customer name (registered)
Add New Customer
Add new customer data
Billing Details
Complete billing data
Invoice No
Invoice number (auto generate)
Invoice Subject
Invoice subject
Invoice Language
Language used on the invoice
Invoice Type
Invoice type (choose as needed)
Invoice Date
Date the invoice was created
Due Date
Payment limit/due invoice created
Invoice Tax
Will appear if customer enable E-Faktur module.
If you activated the invoice tax, when system changes proforma to invoice, the system will automatically generate the tax invoice number for the invoice with the following conditions:
The tax invoice number is taken from the range of tax invoice available numbers on the E-Faktur No page.
The system will use the tax invoice number sequentially from smallest to largest (Ascending order).
The period of the tax invoice number that was used must be the same as the current year(Year Period)
Transaction code
List of transaction code (will appear if customer activated Invoice Tax).
01: To Parties Who Are Not VAT Witholder
02: To the Treasurer's Witholder
03: To the Witholder except Treasurer's
04: DPP Other Values
06: Other submissions, including submission to foreign tourists in the context of VAT refunds
07: Submission of which VAT is not collected
08: Submission of VAT Exemption
09: Delivery of Assets (clause 16D of the VAT Law)
Header
Email header text
Add Room
Choice of invoice type item type "room"
Add Product
Choice of invoice type item type "product"
Add Other
Choice of invoice types other than room & product
Generate Invoice to PDF
Information for generating invoices to PDF format
Notes
To add a note
Show notes on invoice PDF
If checked, notes will appear on invoice document pdf file and on preview mode.
If unchecked, notes will not appear on the invoice document.
Attachment
To attach a document
Button Option
Click "Save Draft" to save the data temporarily.
Click "Save & Send" to save and send a new invoice.
Click "Preview" to preview the invoice before it is submitted.
Notes:
If the customer name is not yet available, then add new customer data by clicking "+Add New Customer" under the Customer Name field.
In the "Invoice No" field, if it is not filled in, it will be auto-generated (automatically filled with system numbering).
In the "Due Date" field, it cannot pass 1 day from the Invoce Date.
The "Add Room" feature is only available for Merchants of Hospitality type.
Input the invoice data as needed, then click Save & Send.
Click OK on the success notification.
The invoice information details have been successfully sent to the customer's email.
The invoice has been successfully added to the Billing List.
Mass Billing feature is used to create invoices in bulk at one time.
Select the Mass Billing menu from the Faspay Billing Menu. Click “Mass Billing” button to create Mass Billing.
Form Mass Billing will be displayed.
In the "To" section, there are 2 fields, Excel Template and Upload Excel. Merchants can download the mass billing template in the Excel template field based on template types: By group (s), and All Customers.
If the merchant downloads the template type By group(s), then click Download, the template will be downloaded based on the group that you choose. The downloaded template will contain selected customer group data and then the merchant will only provide information on the items to be billed. As example download template By group(s) Open VA Generator.
The Excel's file template that has been download by group(s):
If the merchant downloads the template type "All Customer", and then the customer's data column on the template will be filled with all customer data available on the MP data.
The Excel file template by All customers:
To upload the filled template file, click the "Choose file" button
Then attach the Excel file that contains your mass billing data.
In the Billing Details section, fill in the fields marked with * (mandatory).
Field Parameter Billing Details
Invoice No
Invoice number will be generated by Faspay system.
Invoice Subject
Filled with subject of the invoice to be sent to customers.
Invoice Language
Choose the language to be used on the invoice, available in English and Indonesian.
Invoice Type
For this invoice type only choose one: - Once: to create invoice for single billing once a used. - Scheduled: to schedule the delivery of invoices to customers. - Recurring: to create recurring invoices periodically.
Invoice Date
Click the "Calendar" icon to select the issue date of the invoice that will be sent to the customer.
Invoice Due Date
Click the "Calendar" icon to select the due date of the invoice
Then, in the Header section, fill in the header for the email, and Notes if there are any remarks you want to include in the invoices. In the Notes section, you can activate or deactivate it by checking "Show notes on invoice PDF". Then click the "Save & Send" button.
A notification pop-up will appear confirming that the mass billing has been successfully created.
The Mass Billing that has been created will appear in the billing menu list.
Notes: Generate Static VA button is only used by merchant that use Static VA method, in details can be seen .
The customer/user will receive a billing email containing the invoice information that has been created. The customer will be directed to pay the invoice by clicking "Pay here" in the email body, which will then redirect to the invoice payment page at .
