| | 5.3.6 F6 Invoice Procedure | |
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| Finance Procedures: | | Finance procedures involve of at least the following 7 measurable tasks and states: | | F1. Prepare is the initial state while the company is a Prospect until they are a Client. | | F2. Commission Percentages are entered when a new Client is handed over from Sales to Brokers. This task F2 is triggered by task S5. | | F3. Payment Schedule is verified and/or entered when a client approves a quotation with an energy provider. This task F3 is triggered by task B10. | | F4. Proforma Invoice may be created by the schedule when a payment is due from an energy provider. | | F5. Upload Advice Notice may be triggered by an energy provider in response to a proforma request. | | F6. Send Invoice is triggered by the schedule with optional advice from an energy provider. | | F7. Payment is entered and assigned to the relevant financial accounts based on the commission percentages. |
| Invoice Procedure. | | Invoicing can be 100% automatic or more expensive manual methods may be deployed. | | (1) For the schedule, select "Eliza" and the invoice will be automatically handled on the appointed date. | | (2) For the schedule, select "Manual" and the invoice can be manually created on the appointed date. |
| Eliza | | Automatic Data Assistant (Eliza) can be scheduled to send out the invoice email to the energy provider on the due date. This is reliable, accurate, efficient and highly productive, but some owners may choose to do things in a more expensive manual way. |
| F6 Create Invoice: | | The actual energy provider invoice is created and emailed using the uploaded consumption data for a set of current contracts. The account receivable schedule is updated to state the amount that has been invoices - replacing the original estimate. |
| Manual Invoice | | Expensive methods of working may be deployed where adequate manpower is available and costs do no matter. | | For each current contract schedule that is due to be invoiced, press the "invoice" button to create the invoice document, but rather than sending it by email, the invoice may be downloaded to a local computer where it may be manually handled. |
| Document Control: | | 1. Document Title: F6 Invoice Procedure. | | 3. Keywords: F6 Invoice Procedure. | | 4. Description: F6 Invoice Procedure. | | 5. Privacy: Public education service as a benefit to humanity. | | 6. Issued: 11 Jun 2018. | | 7. Edition: 1.3. |
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