Scheduled Billing
Last updated
Last updated
Scheduled Billing is one type of invoice from single billing. Scheduled Billing is used to schedule the delivery of invoices to customers.
Select the Scheduled Billing menu on the Faspay Billing menu, and the Scheduled Billing menu page will be displayed. Click "+ Scheduled Billing" to add new invoice data.
Next, will displayed Single Billing form.
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
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 Scheduled Billing data, then click Save & Send.
Notes: Ensure that the invoice type is scheduled.
If the data is successfully submitted, it will display a success notification as follows, click OK. The invoice will be sent to customer's email as scheduled.
The Scheduled Billing will appear in the Scheduled Billing list.
On the Scheduled Billing page to search data, it can be done by inputting the invoice data keyword in the search field.
The search results like the following will be displayed.
