What does the invoicing based on a monthly invoice workflow involve?
If invoicing is set to "Maandfactuur" (Monthly invoice), a collective invoice is generated every month.
How does the invoicing per order workflow work?
We explain it below.
Invoicing method
If you've set the invoicing method to "Maandfactuur" (Monthly invoice), you can also determine the following:
Generate and send the monthly invoice on the last day of the month or on the first day of the new month.
Generate and send 1 monthly invoice per brand portal.
Split the monthly invoice per branch from which the order was placed
Split the monthly invoice per cost centre
Monthly invoice generation date
You can decide yourself whether you want the monthly invoice to be generated on the last day of the month or on the first day of the new month.
Step 1: Log in to the dashboard of your environment
Step 2: Click the "Instellingen" (Settings) block
Step 3: Navigate to "Facturatie" (Invoicing)
Step 4: Open "Algemene instellingen" (General settings)
Step 5: Adjust the settings and click "Opslaan" (Save)
Selecting the invoice addressee
There are 2 ways to set an addressee.
Fixed name and address
Fixed name and address
If you want to use 1 fixed name and address for all invoices, click "Wijzigen" (Edit) at "Factuuradres" (Billing address) and select the desired billing address. If the desired billing address isn't listed, you can create it by creating a new branch and filling in all the billing details there. You can then select this branch in the dropdown for choosing the fixed billing address.
You can then set this differently per stock group if desired.
Variable name and address
Variable name and address
If you want invoicing to be based on the branch from which the order was placed, don't select a specific branch at "Factuuradres" (Billing address) but leave it empty.
The system will now send the invoice based on the branch from which the order was placed. Please note! This is therefore not the branch to which the order may be delivered. The branch chosen in the checkout at "Vanaf welke vestiging bestel je" (Which branch are you ordering from) is the branch used for the invoice addressee. The recipient of the invoice is determined by the "Ontvanger van de factuur" (Invoice recipient) setting. If this is set to "Besteller" (Orderer), the orderer always receives the invoice. If it's set to "Factuuradres" (Billing address), the invoice is sent to the email address linked to the branch from which the order was placed.