Billings List

Billings is a menu used to manage Customer invoice data.

Billing List

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.

Billing List page

Notes:

A description of the invoice status on the Billing List page, as follows:

1. Draft: Invoice data that is stored in a draft and hasn’t yet sent to the customer.

2. Unpaid: Invoice has been sent to customer but no payment has been made.

3. Partially Paid: Partial payment has been made, but not yet full.

4. Paid: A full/full payment has been made.

5. Overdue: Overdue is past the payment due determined.

6. Cancelled: Cancellation of the submitted invoice.

7. Proforma: Temporary invoice submitted to customer for confirm the bill, invoice data can still be change if it is not appropriate.

The following is an action that can be taken on invoice that have been created:

Export CSV

Invoice files can be export into Excel and PDF format, the following are the steps to export:

1. Select the invoice file on the Billing List page, → checklist the selected file and click "Excel" icon to export the file into an excel format.

Export CSV

2. Invoice file in excel format will be displayed.

Invoice in Excel format file

3. 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.

Export PDF file

4. Invoice file will be displayed in PDF Format.

PDF file

Search Invoice

1. On the Billing List page to search data, it can be done by inputting the invoice data keyword in the search field.

Search Invoice

2. The search results such as the following will be displayed.

Search result

Cancel Invoice

Cancel invoice on the billing list menu page can be done by:

1. Select invoice by checklist the row of invoice data on the billing list menu.

Billing List menu

2. Next, click “Cancel Billing” icon.

Cancel Billing

3. The confirmation message will displayed, and then click “Yes”.

Cancel validation notification

4. A notification that the invoice has been cancelled will be displayed.

Success cancel notification

5. The following is a display of invoice with a status of "Cancelled" on the billing list page.

Cancelled Invoice

Delete Invoice

Delete invoice on the billing list menu page can be done by:

1. Select invoice by checklist the invoice on the billing list menu.

Billing List

2. Next, click the "Delete Billing" icon.

Delete Billing

3. It will display a confirmation message, click "Yes" to continue deleting.

Delete validation notification

4. Data is successfully deleted.

Single Billing

Single Billing is an invoice that is made singly using the once, scheduled, or recurring type.

Create New Single Billing

1. 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.

Add Billing

2. Next, Single Billing form will be displayed.

New Single Billing form

Field Parameter Single Billing form

Field	Description
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.

3. Input the invoice data as needed, then click Save & Send.

New single billing data

5. Click OK on success notification.

Email Sent Notification

6. The invoice information details has been successfully sent to customer email.

Email Notification

7. The invoice has been successfully added to Billing List.

Invoice List