Description

An invoice, bill or tab is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer.

Configuration

You can manage Invoices settings, details, Address information and functionality in the Invoices section of the SETTINGS -> Setup -> Settings window.
If you want show user_billsec instead of billsec in Users invoices and last calls, go to Settings –> Various and check Show user_billsec for Users instead of billsec

Go to User's edit page to enable or disable types of invoices he can see in his invoices details. And also these selected types will be the ones that are sent to user via email.

Invoices list

Invoices can be viewed, generated, recalculated, sent, also list of Invoices can be exported to CSV file (Invoice number is included in the output data) in SETTINGS –> Accounting –> Invoices. In the main window, you can see list of all Invoices:

The icons and show whether this invoice is Paid or Unpaid, Sent or Not Sent.
NOTE Each Invoice generated in particular Time Zone and on particular Currency. In different currency you are able to check just total value of all selected Invoices.

Invoice details

Click on the icon to get details of the Invoice:

General Details

Payment date - An option which will set the period of payment on current month. By default Years and Month is current, it is only possible to change Day of Month which is indicating the last date of Invoice issue.
Currecy of Invoice - Invoices are exported in Invoice currency.

Language of Invoice
Default language in MOR is English. However, you can send invoices in different languages (click on the flag icon on the top of the page).

User Details

User Details which will be used in xlsx file of invoice. These Details are taken form User Details and it can be changed manually, but after recalculate it will be reset to same information as it is in User Details.

Files to send or download

Here you can view the details of all invoices and click on the or icons to generate invoice files in PDF or CSV formats accordingly. First icon will download a xlsx file.

Invoice xlsx file shows information which are set by you. Check XLSX Invoice
Invoice detailed PDF shows same information like simple invoice and includes calls list.
Invoice by CallerID shows calls list grouped by CallerID.
Invoice Destinations shows calls list grouped by Destination.

You can manage what kind of Invoice should be showed for User and/or sent to User as email attachment in User Details. Here you can check Show zero Calls option if you need to calculate 0 price Calls into Invoices.

XLSX Invoices

XLSX file to export an Invoice is made from your own XLSX format template and information from Invoices main window.

Default XLSX template

Create a xlsx file. Template you can prepare as you wish, you can fill it with information of company, draw tables with column names, describe information taken from Invoice main window and so on. Template have to be uploaded in SETTINGS -> Setup -> Settings, Invoices - XLSX tab setting XSLX Template

Balance Line settings

Outstanding balance (Debt), Outstanding balance (Debt) with TAX, Total amount due options are present when Show balance line (SETTINGS -> Setup -> Settings, Invoices - Postpaid - Settings) setting is enabled.

Configuration for Dynamic information

When you already have a template for example with all data of your company, with drawn tables and so on, you need to define where should be shown the dynamic information of invoice. How and what information is displayed can be set same SETTINGS -> Setup -> Settings, Invoices - XLSX tab. Just need to define cell address in correct format.

For example "A2", "B15", "AA9"

PDF invoices

The layout of PDF invoices is not customizable.

Logos are not supported in PDF invoices.

You can print your invoices on paper with a pre-printed logo if you want to send paper invoices.

CSV invoices

Detailed CSV invoice does not include list of all calls. Please use CDR export if you need list of calls in CSV format.

Comment

Sometimes it is useful to add a comment to the invoice. It can be used in xlsx file also.

Invoice Details

Click on the Invoice Details icon in the Invoice details page

to get Services Details of the Invoice:

Services:

SMS – quantity and price of SMS sent in selected period. Invoice for Reseller counts all SMS that was sent by his users using price for Reseller. Note, that SMS are included to Invoice only when SMS Addon is used
DID Owner Cost – price for having and using own DID(s)
Subscriptions – price of subscription applied to selected period. Period considered as month is from first till last day of month and from concrete day of month till next month one day before selected last month. Eg. from 2013-02-26 till 2013-03-25
Calls – quantity and price of outgoing calls
Calls from Users – quantity and price of resellers users calls
Calls to DIDs – price for calling to DID(s)

Invoice generation

In the main Invoices window, click Generate Invoices to generate additional invoices:

Select for which users to generate invoices. Prepaid and Postpaid users can have separate details. Also, you can check to generate an invoice for only one particular user. Invoice will be generated if selected User existed at least one day of all Invoice period. When Invoice Generation Task is created, admin can check the progress in Background Tasks.

NOTE: For Prepaid User after every executed Manual Payment will be generated Invoice automatically.
NOTE: If Currency of User is different than default System Currency. All his Invoices will be generated with Currency Exchange Rate of current day.
NOTE: When generating invoice, current user details will be used.

Invoice recalculation

An invoice cannot be modified after being sent. But if you want to allow recalculations after sending invoices, go to: Settings -> Setup -> Settings. Then click on the tabs: Invoices -> Functionality. Select Invoice allow recalculate after send:

Recalculate a group of Invoices

To recalculate invoices in the main Invoices window click Recalculate invoices:

Select for which users to recalculate invoices.

Recalculate a single Invoice

If an invoice is not marked as paid - it can be recalculated for the same user, same period. To achieve this - press the marked icon:

Send invoices by email

Click to open more options to enter the period in which you want to send invoices. Click Send to send invoices to their Users in this period:

You can use these settings to choose which users should get an email with the invoice. Using these settings you can send emails in parts.

Email sending option must be enabled in Email Settings to use this feature
Tip: you can send invoices in parts by using text fields to send invoices for users which Username, First name, Last name or Number begins with some letters. For example: you have users with usernames john, albert and alex. You want to send invoices only for users whose usernames begins with "a" so you just have to enter "a" in a Username text field to send invoices only to albert and alex.

Invoices

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