How does the billing process work?

The billing tool at ZeyOS offers you five different features: quotes, orders, deliveries, invoices and credits. Each type of document can be created separately or generated from an other document.

Let's take a look at the billing app:

Now we want to perform a complete work flow. To do so we create a new quote.

When you assigne your quote to an account, adresses and price lists can be applied automatically. Now we can fill our quote with items. When adding inventory items you can search and coose from your inventories.

Beside inventory items you can add line items and text. Line items have several parameters like price per unit, tax rate or unit. You can create own units, which are stored in a system file.

If you want to give an explanation, you can insert a text. Choose from several types of texts.

The sequence of your listed items can be changed by drag and drop.

Be aware of the difference between saving and booking. A draft can be deleted.

When you book a transaction it can't be deleted anymore but it can be cancelled.

Only booked quotes can be transferred into orders.

Now the main part is done. With a quote as base we can create the following documents by simply retrieving the given information. Let's go to Orders and create a new order. Retrieve shows you all quotes you can use as a source.

You can even select single items from your quote.

The same way you can create deliveries from booked orders. Invoices can be generated from either booked deliveries or from booked orders directly. Please notice that once an invoice is booked directly from an order, you can't create an associated delivery anymore. You will have to cancel the booked invoice before. Credits can be created from booked invoices. As soon as an invoice is booked, it automatically creates an entry in the collection app.