Invoice Types

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Type

Description

Screen Color

Commissioned

Tracks manufacturer’s invoice to customer and used to estimate commission receipt

Gray

Vendor Invoice

Identifies what was shipped by the vendor and the cost of the items

Green

Customer Invoice

Invoice created to bill the customer

Red

Resell Invoice

Entry only screen for creating a vendor invoice and customer invoice at the same time

Gold

 

Commissioned Invoice

Commissioned invoices are applied to existing commissioned orders and used to identify the value of the material that has shipped. Commission (and overage) is estimated from the lines identified on the order as “shipped” or as an average commission rate for the order (if a lot invoice is applied).

 

Vendor Invoice

Vendor invoices are applied to existing vendor orders in OASIS and used to identify the cost of the material that has shipped. Items and costs are used by the customer invoice in OASIS to bill the customer for the shipped material – but at the sell price. The sell price is auto calculated as a ration of the invoiced cost to the original vendor order cost. For this reason, it is strongly recommended that any accepted change in value from the vendor be recorded in the OASIS order (e.g. the vendor’s price does not match what is in OASIS).

 

Customer Invoice

Customer invoices identify the items and sell price being billed to the customer. The customer invoice may be created before or after the vendor invoice is created. Additionally, customer invoice entry may be for multiple vendor items.

Deposits are specialized customer invoices. However, OASIS separates the numbers as the deposit value is later withheld as the material ships (to help guard against overbilling).

 

Resell Invoice

The Resell invoice simplifies the billing process by providing a dual billing screen. The assumption is that the vendor and customer invoices are created at the same time, or is “bill as it ships”. The only limitation is that only one vendor may be billed at a time.

 

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