Enabling Periodic Invoices

Transportation Managers can enable periodic invoicing for client contracts at the global, organization, or contract level.

Prerequisites

  • The Auto Generate Invoice policy must be enabled

  • The Client Invoice Generation event must be defined

Complete the following steps to enable and configure periodic invoicing:

  1. Click Menus/Favs and navigate to Contract Management > Client Contracts.
    The Client Contracts screen displays.
    images/download/attachments/131828172/image2020-8-10_17-52-54-version-1-modificationdate-1673966930000-api-v2.png

  2. Use the following table to configure the policy as required:

    Field

    Description

    Enable Periodic Invoice

    Select the checkbox to enable periodic invoicing.

    Periodic Frequency

    Select whether to generate invoices on a weekly, monthly, or yearly basis and the day/date on which to generate the invoice.

    Discounts

    Select the checkbox to apply discounts while calculating the final invoice amount.

    Discount Method

    Select whether to deduct a certain amount from the invoice amount or to deduct a certain percentage of the final amount.

    Allow Steps

    Select the checkbox to configure "graded" discounts. For example, apply a 5% discount on 100 and 6% on a volume or amount of 200.

    Discount Step Type

    Select whether to apply the graded discount on the total invoice amount, volume, or weight.

    Volume UOM

    Select a measurement unit for the volume.

    Discount Steps

    Click Add to configure volume ranges and applicable discounts (step rates), if the Allow Steps option is enabled.

  3. Click Update.