Billing - Current Detail

You can go to the Current Account Details page by clicking on the current account added to the billing application.

Summary

It is the summary page of the current detail. It contains transaction and company information.

This is the page where the general information of the company is added.

The relevant field is filled in and saved.

This is the page where the company's contact information is added and listed.

Customer and staff contact information is listed on this page.

New contact information can be added by entering and saving information in the Add New field.

Customer representatives who are interested in the company are listed on this screen.

A new customer representative can be added from the Add Customer Representative field.

Sales representatives interested in the company are listed on this screen.

A new sales representative can be added from the Add Sales Representative field.

The meta data we want to appear in the summary area is added and listed on this page.

The keyword and value are entered and saved.

The added metadata is listed in a table.

Membership fees are divided into three categories: incoming membership fees, outgoing membership fees, and periods.

Incoming Dues

Incoming dues are displayed on this page and a new dues record can be created by entering the necessary information in the create a new dues record field at the top.

Subject / Category, Explanation, Record Date , Update Date , Accrual Date, Start Date, End Date , Period , Agreement and Amount information are listed in a table.

Outgoing Dues

Outgoing dues are displayed on this page and a new dues record can be created by entering the necessary information in the create a new dues record field at the top.

Subject / Category, Explanation, Record Date , Update Date , Accrual Date, Start Date, End Date , Period , Agreement and Amount information are listed in a table.

Periods

Membership fees for each period are shown on this page.

Subject / Category , Direction, Period Date and Amount information is listed in a table.

Receivables are divided into three categories: term receivables, non-term receivables and delayed receivables.

Term Receivables

Term receivables are shown on this page.

Movement Code, Document Code, Subject / Category, Transfer, Payment Status, Creation Date, Update Date , Accrual Date, Maturity Date, Base, VAT, VAT Amount, Delay Compensation and Total Amount information is listed in a table.

Non-term Receivables

Unpaid receivables are shown on this page.

Movement Code, Document Code, Subject / Category, Transfer, Payment Status, Creation Date, Update Date , Accrual Date, Maturity Date, Base, VAT, VAT Amount, Delay Compensation and Total Amount information is listed in a table.

Delayed Receivables

Receivables in overdue status are shown on this page.

Movement Code, Document Code, Subject / Category, Transfer, Payment Status, Creation Date, Update Date , Accrual Date, Maturity Date, Base, VAT, VAT Amount, Delay Compensation and Total Amount information is listed in a table.

Billing topics are divided into four categories: licenses, services, support tickets, and projects.

Licenses

All licenses attached to the customer billing are displayed on this page.

License Number, Category / Product , Periods , Membership Fee, Price, Start Date, End Date, Stage information is listed in tabular form.

Services

All services attached to the customer billing are displayed on this page.

Service Number / Service Key, Business Partner, Package Name, Category / Product, Periods, Dues, Sale price, Beginning, End , Stage information is listed in a table.

Support Registration

All support ticket agreements attached to customer billing are displayed on this page.

Service Number / Key , Customer Information, Product, Customer Representative, Period, Price and Expiry information are listed in a table.

Projects

All open projects attached to client invoices are displayed on this page.

Project Code, Customer Information, Project Information, Stage / Status , Affiliated Product, Members, Process, Number of Tasks, Duration, Registration Date, Update Date, Plan. Beginning. Date, Plan. Completion Date, Estimated Completion, Actual Start Date, Actual Completion Date information is listed in a table.

Debts are divided into three categories: term debts, non-term debts and overdue debts.

Term Loans

Term payables are shown on this page.

Movement Code, Document Code, Subject / Category, Status , Registration Date , Update Date, Accrual Date, Maturity Date, Price , Delay Compensation, TotalAmount information is listed in a table.

Non-term Debts

Current debts are shown on this page.

Movement Code, Document Code, Subject / Category, Status , Registration Date , Update Date, Accrual Date, Maturity Date, Price , Delay Compensation, TotalAmount information is listed in a table.

Overdue Debts

Past due is shown on this page.

Movement Code, Document Code, Subject / Category, Status , Registration Date , Update Date, Accrual Date, Maturity Date, Price , Delay Compensation, TotalAmount information is listed in a table.

Proformas are divided into two groups: proforma receipts and proformas.

Proforma Receipts

The probable receivables in the term receivables section are shown on this page after they are accrued and a proforma voucher is created.

Date , Product Code , Product Name , Unit Amount, Amount , VAT, VAT Amount, Total Amount information is listed in a table.

By selecting the proforma vouchers; You can create a new proforma from the selected ones, add the selected ones to the proforma or delete the selected one from the Transactions menu.

Proformas

The generated proformas are displayed on this page.

Proforma No., Explanation, Status , Invoice , Date, Amount information is listed in a table.

Invoices are listed on this page and invoices can be added by adding a new invoice.

Direction , Customer , Invoice Number , Description, Sales Representative , Customer Representatives , Price / VAT, Total Amount, History, Actual Shipment Date, Payment Status, Recorder Information, Update Information and Status information is listed in tabular form.

Collections are displayed on this page.

Payment Method, Date , Name Surname, Independent Section, Category / Description, Amount information is listed in a table.

Current transactions related to the current account are shown on this page.

Date , Maturity Date, Movement Code, Document Code , Description, Proforma , Debt, Delay Compensation, Receivable, Balance information is listed in a table.