Difference between revisions of "Outstanding balance(Debt)"

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(Created page with '=Description= Outstanding balance(Debt) line in invoice shows Postpaid Users balance from last month last day. It is shown as positive number for Customer comfort, it shows how …')
 
 
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=Description=
=Description=


Outstanding balance(Debt) line in invoice shows Postpaid Users balance from last month last day. It is shown as positive number for Customer comfort, it shows how much money he did not payed yet.
Outstanding balance(Debt) purpose to show Users balance before starting new month service. Amount which User did not payed yet is shown as positive number for Customer comfort, if User over payed amount will be shown as negative.  


'''NOTE''' It is not included in Price of [[Invoices|Invoice]].
 
'''NOTE''' This line is shown just for Postpaid type Users.
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=Configuration=
=Configuration=
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=Usage=
=Usage=


'''Outstanding balance(Debt)''' line will be shown in Prepaid Users Invoice PDF file if:
'''Outstanding balance(Debt)''' line will be shown in Postpaid Users Invoice XLSX/PDF file if:
* All configurations in '''SETTINGS –> Setup –> Settings''' are set correctly.
* All configurations in '''SETTINGS –> Setup –> Settings''' are set correctly.
* User creation date is earlier than current month. Because '''user_balance_at_month_end''' is saved every last day of month, it cannot be saved if User did not exist. You are able to check does balance is saved in [[Action log]].
* User creation date is earlier than current month. Because '''user_balance_at_month_end''' is saved every last day of month, it cannot be saved if User did not exist. You are able to check if balance is saved in [[Action log]].
* Invoice is generated from first day of month till last one. For example if you want to [[Invoices#Invoice_generation generate Invoice]] for October, which have 31 day, Select time from 1 of October till 31 of October. And if you want to generate Invoice for February, which have 28 days, Select time from 1 of February till 28 of February.
* Invoice is generated from first day of month till last one. For example if you want to [[Invoices#Invoice_generation |generate Invoice]] for October, which have 31 day, Select time from 1 of October till 31 of October. And if you want to generate Invoice for February, which have 28 days, Select time from 1 of February till 28 of February.
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'''NOTE''' Invoice Outstanding Balance (Debt) = user_balance_at_month_end * (-1) - total_all_month_calls_price. In other words, Outstanding balance will not include Prices of Calls from last month.
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=See also=
=See also=

Latest revision as of 17:40, 19 January 2015

Description

Outstanding balance(Debt) purpose to show Users balance before starting new month service. Amount which User did not payed yet is shown as positive number for Customer comfort, if User over payed amount will be shown as negative.


NOTE This line is shown just for Postpaid type Users.

Configuration

To turn on this functionality go to SETTINGS –> Setup –> Settings

Settings path.png

And press Invoices tab. Here you will see all settings of Invoices. Check Show balance line option and click Save changes button.

Usage

Outstanding balance(Debt) line will be shown in Postpaid Users Invoice XLSX/PDF file if:

  • All configurations in SETTINGS –> Setup –> Settings are set correctly.
  • User creation date is earlier than current month. Because user_balance_at_month_end is saved every last day of month, it cannot be saved if User did not exist. You are able to check if balance is saved in Action log.
  • Invoice is generated from first day of month till last one. For example if you want to generate Invoice for October, which have 31 day, Select time from 1 of October till 31 of October. And if you want to generate Invoice for February, which have 28 days, Select time from 1 of February till 28 of February.


NOTE Invoice Outstanding Balance (Debt) = user_balance_at_month_end * (-1) - total_all_month_calls_price. In other words, Outstanding balance will not include Prices of Calls from last month.

See also