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==Configuring SmartSimple Invoice Application==
The [[SmartSimple]] Invoice [[Application]] works in conjunction with your [[Universal Tracking Application]] to enable the creation of invoices for either level 2 or level 3 activities.
To configure the '''Invoice UTA''', do the following:
1. Click '''Settings''', '''Application Configuration'''.
[[Image:Inv.png]]
2. Check '''Enable Invoicing'''.
[[Image:Inv1.png]]
3. Click '''Save'''.
4. Scroll down the page to '''Invoice Settings'''.
[[Image:Inv2.png]]
5. Configure additional [[Custom Fields]] for '''Invoice''' such as '''OCF-21''' and '''OCF-22''' questions.
6. Configure '''Invoice List View'''.
7. Configure '''Invoice Statuses''', such as '''Paid''', '''Void''', '''Part Paid''', etc.
8. Set '''Invoice Level''' (One or Two).
* Invoice at '''Level One''': Invoice will be created at level one for level two activities.
* Invoice at '''Level Two''': Invoice will be created at level two for level three activities.
==Field Mappings==
Next, map fields from the [[Application|application]] to the invoice module.
==Invoice Number==
Enter starting invoice number.
==Invoice Auto Number==
Enter starting '''auto-generated''' invoice number.
==Invoice Company==
Enter '''client company''' field.
[[Image:Inv3.png]]
==Invoice Number==
Enter preferred label for invoice number as you would like it to '''appear on screen'''.
==Invoice Date==
Enter preferred label for invoice date as you would like it to appear on screen.
==Invoice Company==
Enter preferred label for invoice company as you would like it to appear on screen.
[[Image:Inv4.png]]
==Invoice Access Role==
Check the [[Role|roles]] that can access the invoice [[Application|application]].
[[Image:Inv5.png]]
==Invoice Item Settings==
Create [[Customs Fields|customs fields]] as needed for the invoice line items. These are the level 2 or level 3 activities that are to be billed.
Configure the '''List View''' for the invoice line items.
Set the '''Change Item Status''' to a status that will show that the item has been invoiced.
[[Image:Inv6.png]]
==Invoice Item Field Mapping==
===Item Detail===
Enter the level 2 or level 3 service description field that is to be billed.
===Item Quantity===
Enter the level 2 or level 3 quantity field that is to be billed.
===Item Amount===
Enter the level 2 or level 3 amount field that is to be billed.
===Item Tax (PST, GST, HST)===
Enter the level 2 or level 3 tax field that is to be billed.
===Item Tax 2 (PST, GST, HST)===
Enter the level 2 or level 3 tax field that is to be billed.
[[Image:Inv7.png]]
==Invoice Item Terminology==
===Item Detail===
Enter preferred label for item detail as you would like it to appear on screen.
===Item Quantity===
Enter preferred label for item quantity as you would like it to appear on screen.
===Item Amount===
Enter preferred label for item amount as you would like it to appear on screen.
===Item Full Amount===
Enter preferred label for item full amount as you would like it to appear on screen. This is the calculated amount including applicable tax(es).
===Item Tax===
Enter preferred label for item tax as you would like it to appear on screen.
===Item Tax 2===
Enter preferred label for a second item tax as you would like it to appear on screen.
[[Image:Inv8.png]]
==Item Type Filtering==
Select level two or level three types that can be invoiced.
[[Image:Inv9.png]]
==Item Status Filtering==
Select the level two or level three status to invoice. Only items set to the checked status will be invoiced.
[[Image:Inv10.png]]
==Creating an Invoice==
This example demonstrates how to create an invoice for '''level 3''' activities. The procedure is the same for '''level 2''' activities.
1. Open level 2 '''item''' to be invoiced.
2. Create level 3 (billing) '''activities'''.
3. Set level 3 status to '''filtered status''' (e.g '''Approved''').
4. Click on '''Invoices'''.
5. Click on '''New Invoice'''.
6. All items with '''status filtered''' status for the level 2 item will be shown.
7. Select either '''individual''' or '''all items''' to invoice by clicking in the check box.
8. Click '''Invoice'''.
9. Click '''OK''' to accept '''Warning'''.
10. The '''Invoice''' is created.
[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Applications]][[Category:System Management]]
The [[SmartSimple]] Invoice [[Application]] works in conjunction with your [[Universal Tracking Application]] to enable the creation of invoices for either level 2 or level 3 activities.
To configure the '''Invoice UTA''', do the following:
1. Click '''Settings''', '''Application Configuration'''.
[[Image:Inv.png]]
2. Check '''Enable Invoicing'''.
[[Image:Inv1.png]]
3. Click '''Save'''.
4. Scroll down the page to '''Invoice Settings'''.
[[Image:Inv2.png]]
5. Configure additional [[Custom Fields]] for '''Invoice''' such as '''OCF-21''' and '''OCF-22''' questions.
6. Configure '''Invoice List View'''.
7. Configure '''Invoice Statuses''', such as '''Paid''', '''Void''', '''Part Paid''', etc.
8. Set '''Invoice Level''' (One or Two).
* Invoice at '''Level One''': Invoice will be created at level one for level two activities.
* Invoice at '''Level Two''': Invoice will be created at level two for level three activities.
==Field Mappings==
Next, map fields from the [[Application|application]] to the invoice module.
==Invoice Number==
Enter starting invoice number.
==Invoice Auto Number==
Enter starting '''auto-generated''' invoice number.
==Invoice Company==
Enter '''client company''' field.
[[Image:Inv3.png]]
==Invoice Number==
Enter preferred label for invoice number as you would like it to '''appear on screen'''.
==Invoice Date==
Enter preferred label for invoice date as you would like it to appear on screen.
==Invoice Company==
Enter preferred label for invoice company as you would like it to appear on screen.
[[Image:Inv4.png]]
==Invoice Access Role==
Check the [[Role|roles]] that can access the invoice [[Application|application]].
[[Image:Inv5.png]]
==Invoice Item Settings==
Create [[Customs Fields|customs fields]] as needed for the invoice line items. These are the level 2 or level 3 activities that are to be billed.
Configure the '''List View''' for the invoice line items.
Set the '''Change Item Status''' to a status that will show that the item has been invoiced.
[[Image:Inv6.png]]
==Invoice Item Field Mapping==
===Item Detail===
Enter the level 2 or level 3 service description field that is to be billed.
===Item Quantity===
Enter the level 2 or level 3 quantity field that is to be billed.
===Item Amount===
Enter the level 2 or level 3 amount field that is to be billed.
===Item Tax (PST, GST, HST)===
Enter the level 2 or level 3 tax field that is to be billed.
===Item Tax 2 (PST, GST, HST)===
Enter the level 2 or level 3 tax field that is to be billed.
[[Image:Inv7.png]]
==Invoice Item Terminology==
===Item Detail===
Enter preferred label for item detail as you would like it to appear on screen.
===Item Quantity===
Enter preferred label for item quantity as you would like it to appear on screen.
===Item Amount===
Enter preferred label for item amount as you would like it to appear on screen.
===Item Full Amount===
Enter preferred label for item full amount as you would like it to appear on screen. This is the calculated amount including applicable tax(es).
===Item Tax===
Enter preferred label for item tax as you would like it to appear on screen.
===Item Tax 2===
Enter preferred label for a second item tax as you would like it to appear on screen.
[[Image:Inv8.png]]
==Item Type Filtering==
Select level two or level three types that can be invoiced.
[[Image:Inv9.png]]
==Item Status Filtering==
Select the level two or level three status to invoice. Only items set to the checked status will be invoiced.
[[Image:Inv10.png]]
==Creating an Invoice==
This example demonstrates how to create an invoice for '''level 3''' activities. The procedure is the same for '''level 2''' activities.
1. Open level 2 '''item''' to be invoiced.
2. Create level 3 (billing) '''activities'''.
3. Set level 3 status to '''filtered status''' (e.g '''Approved''').
4. Click on '''Invoices'''.
5. Click on '''New Invoice'''.
6. All items with '''status filtered''' status for the level 2 item will be shown.
7. Select either '''individual''' or '''all items''' to invoice by clicking in the check box.
8. Click '''Invoice'''.
9. Click '''OK''' to accept '''Warning'''.
10. The '''Invoice''' is created.
[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Applications]][[Category:System Management]]
