New Invoices/ Proformas - Revision history

Gregory: /* Invoice Type */

2026-11-05T10:25:10Z

Invoice Type

← Older revision		Revision as of 10:25, 5 November 2026
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	This is the default option for issuing the invoice and produces different results depending on the state of the schedule.		This is the default option for issuing the invoice and produces different results depending on the state of the schedule.

	a) ~~An invoice is issued when~~ the schedule is pending billings ~~and has no deleted invoiced ads~~.		a) When the schedule is pending billings only, an Invoice is issued.

	b) ~~A Credit Note is issued when the~~ the schedule has deleted invoiced ads.		b) When the schedule has pending credits only, either via deleted invoiced ads or reduction in a billing amount, a Credit Note is issued.

	c) A Invoice and Credit note is issued ~~when the schedule is pending billings and has deleted invoiced ads~~.		c) When the schedule contains a mixture of pending billings and credits, an Invoice and Credit note is issued.

	c) If the discounts ~~or charges have been~~ marked with "X" (i.e to be billed separately), ~~the~~ invoice ~~will not show or include in the total,~~ the discounts or charges. ~~(See Option Final)~~		d) When the schedule has the discounts/fees marked with "X" (i.e charges/fees to be billed separately), an invoice is issued excluding the discounts/charges.

	[[Using_NEOSYS_Media_System#Issuing_separate_invoices_or_credit_notes_for_selected_discounts_and_charges\|Issuing_separate_invoices_or_credit_notes_for_selected_discounts_and_charges]]		[[Using_NEOSYS_Media_System#Issuing_separate_invoices_or_credit_notes_for_selected_discounts_and_charges\|Issuing_separate_invoices_or_credit_notes_for_selected_discounts_and_charges]]

	~~It is possible for state c) and state a) or b) to be true at the same time.~~		====== Final ======

	~~====== Final ======~~		Use this option when discounts/fees that have been marked with "X" for separate billing. (E.g Discount "-5%X")

	~~This issues a separate~~ invoice only ~~for~~ charges ~~or discounts which have been marked for separate billing,~~		However this "discounts/charges only" invoice can only be issued if the 'Basic' invoice has already been raised that contains the non charges and fees. See option 'Basic (+credit removed ads)' above.

	~~however this "~~discounts/~~charges only~~" invoice ~~can only be~~ issued ~~if the initial invoice has already been raised~~.		If the schedule doesn't contain discounts/fees marked with "X", then a normal invoice is issued for all pending billings.

	====== Both ======		====== Both ======
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	Issues a credit note for all invoiced ads. Once the client has been invoiced any of the ‘bill’ fields have to be added with a negative amount and a credit note of the same will be issued.		Issues a credit note for all invoiced ads. Once the client has been invoiced any of the ‘bill’ fields have to be added with a negative amount and a credit note of the same will be issued.




	See [[Using_NEOSYS_Job_System#Issuing_Credit_Notes\|Issue Credit Notes]]		See [[Using_NEOSYS_Job_System#Issuing_Credit_Notes\|Issue Credit Notes]]

Gregory: /* Invoice Type */

2026-11-05T10:03:21Z

Invoice Type

@@ Line 49: / Line 49: @@
 ==== Invoice Type ====
-*Final
+====== Basic (+credit removed ads) ======
-Invoice only for charges or discounts, which has been chosen to appear on a separate invoice.
+This is the default option for issuing the invoice and produces different results depending on the state of the schedule.
-This invoice can only be issued if the initial invoice has already been raised.
+a) An invoice is issued when the schedule is pending billings and has no deleted invoiced ads.
 See [[Using_NEOSYS_Job_System#Issuing_Credit_Notes|Issue Credit Notes]]

Arvind: /* Terms of payment */

2026-10-29T07:51:41Z

Terms of payment

← Older revision		Revision as of 07:51, 29 October 2026
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	*Standard (default option)		*Standard (default option)
	Terms of payment picked up automatically from Client file, Company file, Currency file or Configuration file. See [~~http://userwiki.neosys.com/index.php/~~Setting_up_and_Configuring_NEOSYS_Generally#~~Configuring_Payment_instructions Configuring~~ Payment ~~instructions~~] for file priorities		Terms of payment picked up automatically from Client file, Company file, Currency file or Configuration file. See [[Setting_up_and_Configuring_NEOSYS_Generally#Specifying_Payment_Terms_on_Invoices\| Specifying Payment Terms on Invoices]] for file priorities

	*Special		*Special

Arvind at 14:02, 18 July 2018

2018-07-18T14:02:22Z

← Older revision		Revision as of 14:02, 18 July 2018
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	Invoice only for charges or discounts, which has been chosen to appear on a separate invoice.		Invoice only for charges or discounts, which has been chosen to appear on a separate invoice.

	~~''Note-''~~ This invoice can only be issued if the initial invoice has already been raised.		This invoice can only be issued if the initial invoice has already been raised.

	*Both		*Both
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	Invoice all ads regardless of their certification status.		Invoice all ads regardless of their certification status.

	~~NOTE - not~~ all users are authorised to invoice uncertified ads.		Not all users are authorised to invoice uncertified ads.

	==== Certificate ====		==== Certificate ====
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	A brief overview of the gross and net costs as per vehicle, supplier, market or medium to the bottom of the media invoice.		A brief overview of the gross and net costs as per vehicle, supplier, market or medium to the bottom of the media invoice.

	~~''Note-'' Only one option can be selected per invoice.~~

	==== Subtotals ====		==== Subtotals ====

Arvind: /* Stationery */

2018-07-18T14:00:42Z

Stationery

← Older revision		Revision as of 14:00, 18 July 2018
Line 142:		Line 142:
	==== Stationery ====		==== Stationery ====

	Option to ~~created~~ an invoice in different formats for delivery to the client.		Option to create an invoice in different formats for delivery to the client.

	*Preprinted letterhead - without logo and address for preprinted letterhead stationery		*Preprinted letterhead - without logo and address for preprinted letterhead stationery

Gregory: /* Invoice date */

2018-07-16T07:48:54Z

Invoice date

← Older revision		Revision as of 07:48, 16 July 2018
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	Enter a new invoice date for pending ads on selected schedule(s).		Enter a new invoice date for pending ads on selected schedule(s).

	Or filled ~~with~~ with current date automatically after clicking on ~~Create Proforma~~.		Or filled with current date automatically after clicking on any option or field after.

	==== Invoice comments ====		==== Invoice comments ====

Gregory: /* Stationery */

2018-07-16T07:16:02Z

Stationery

← Older revision		Revision as of 07:16, 16 July 2018
Line 142:		Line 142:
	==== Stationery ====		==== Stationery ====

	Option to be created ~~with or without letterhead~~ for delivery to the client ~~in different formats~~.		Option to created an invoice in different formats for delivery to the client.
	~~#without logo and address for preprinted letterhead stationery~~
	~~#with logo and address for plain paper, pdf or emailing~~


	*Preprinted letterhead - without logo and address for preprinted letterhead stationery		*Preprinted letterhead - without logo and address for preprinted letterhead stationery
	*Blank paper/PDF/Email - with logo and address for plain paper, pdf or emailing		*Blank paper/PDF/Email - with logo and address for plain paper, pdf or emailing

	With logo and address in portrait/landscape converted to PDF:		With logo and address in portrait/landscape, converted to PDF file:
	*PDF - Portrait		*PDF - Portrait
	*PDF - Landscape		*PDF - Landscape

Gregory: /* Stationery */

2018-07-16T07:13:32Z

Stationery

← Older revision		Revision as of 07:13, 16 July 2018
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	#without logo and address for preprinted letterhead stationery		#without logo and address for preprinted letterhead stationery
	#with logo and address for plain paper, pdf or emailing		#with logo and address for plain paper, pdf or emailing


			*Preprinted letterhead - without logo and address for preprinted letterhead stationery
			*Blank paper/PDF/Email - with logo and address for plain paper, pdf or emailing

			With logo and address in portrait/landscape converted to PDF:
			*PDF - Portrait
			*PDF - Landscape

	==== Summary ====		==== Summary ====

Gregory: /* Invoice Type */

2018-07-16T06:30:18Z

Invoice Type

← Older revision		Revision as of 06:30, 16 July 2018
Line 60:		Line 60:
	This is a combination of Initial & Final invoices. This generates both the invoice types simultaneously.		This is a combination of Initial & Final invoices. This generates both the invoice types simultaneously.

	*Credit note		*Credit note (Reverse All)

	Issue credit notes to the client.		Issue credit notes to the client.

Gregory: /* Invoice comments */

2018-07-16T06:27:56Z

Invoice comments

← Older revision		Revision as of 06:27, 16 July 2018
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	==== Invoice comments ====		==== Invoice comments ====
	Important comments/notes/instructions to display on the invoice.		Important comments/ notes/ instructions to display on the invoice.

	Enter required information.		Enter required information.