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.

Notes:

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

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

2. Unpaid: An invoice has been sent to the 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: 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:

Export CSV

Invoice files can be exported 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 the "Excel" icon to export the file into an Excel format.

1. Invoice files in Excel format will be displayed.

1. 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.

1. The invoice file will be displayed in PDF Format.

Search Invoice

1. Search data on the Billing List page, can be done by inputting the invoice data keyword in the search field.

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

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.

1. Next, click “Cancel Billing” icon.

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

1. A notification that the invoice has been canceled will be displayed.

1. Below is a list of invoices with the status 'Cancelled' on the billing page.

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.

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

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

1. Data is successfully deleted.

Single Billing

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

Create a 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.

1. Next, the Single Billing form will be displayed.

Field Parameter Single Billing form

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

1. Click OK on the success notification.

1. The invoice information details have been successfully sent to the customer's email.

1. The invoice has been successfully added to the Billing List.

Mass Billing

Mass Billing feature is used to create invoices in bulk at one time.

Create New Mass Billing

1. Select the Mass Billing menu from the Faspay Billing Menu. Click “Mass Billing” button to create Mass Billing.

1. Form Mass Billing will be displayed.

1. 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.

2. 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):

1. 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:

1. To upload the filled template file, click the "Choose file" button

1. Then attach the Excel file that contains your mass billing data.

1. In the Billing Details section, fill in the fields marked with * (mandatory).

Field Parameter Billing Details

1. 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.

Notes: Generate Static VA button is only used by merchant that use Static VA method, in details can be seen here.

1. A notification pop-up will appear confirming that the mass billing has been successfully created.

1. The Mass Billing that has been created will appear in the billing menu list.

1. 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 Faspay Xpress.