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:
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:
Export CSV
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 Invoice
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
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
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
Single Billing is an invoice that is made singly using the once, scheduled, or recurring type.
Create a single billing
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
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:
|
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 |
|
Attachment | To attach a document |
Button Option |
|
Notes:
|
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
Mass Billing feature is used to create invoices in bulk at one time.
Create New Mass Billing
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.
In each excel template it contains guide on the first sheet.
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
Field | Description |
---|---|
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.
Notes: Generate Static VA button is only used by merchant that use Static VA method, in details can be seen here.
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.
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.
Last updated