At the same time that the Sales Contract and Proforma Invoice are sent to the Customer. BD Salesperson will also inform the Customer that the Order payment request will soon be sent by Accounting Dept. with all payment details. Follow these steps to create this internal request to Accounting Dept. in making a payment request:
1. On the confirmed SO page, click on the “GENERATE INVOICE” button.
2. Select one of the following based on the payment terms:
• AdvaCare Down payment (percentage)
Applicable for down payment request (all payment that are not 100% full payment). The empty “Down Payment Amount” field must be filled in as per the Payment terms, which is normally 30%.
• AdvaCare Invoiceable lines (deduct down payments)
Applicable for full 100% payment request.
3. Click “CREATE AND VIEW INVOICES”,leading to the Accounting Invoice page.
4. Check if all information is correct. Do NOT change anything on this page. All information must be automatically generated from the SO page if inputted correctly.
5. Use the breadcrumbs and return to the SO page.
6. Send a task to the Accounting Dept. Manager to inform them that invoice has been generated and to send the payment request to the Customer, include the Customer’s name(s) and email address(es) in the task.
