How to set up Invoicing
| Menu: | Cale Support->Invoicing->Cale Business Partner. |
Verify if your subsidiary, Partner, or Reseller is listed. If not add the business partner.
| Reference: For details of these pages see WebOffice Support Guide -> System Management -> Cale Business Partners. |
List item |
Explanation |
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|---|---|---|
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Edit/view the settings for the selected Business Partner |
|
Name |
Name of the business partner |
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Cale Partner Type |
•Cale Subsidiary •Cale Reseller |
|
Include EMV transactions |
Include the number of EMV transactions in the financial overview report EMV transactions Is created only for transaction that meets the following conditions: 1.Purchase has been transferred to Data warehouse 2.Pay Unit is SIX EMV or SIX Fleet Card 3.Purchase has status Completed 4.Card Type is not one of below card type: a.ePurse Card b.Volvo c.Statoil d.OK/Q8 e.St1 f.Shell g.Preem |
|
Include Flowbird transactions |
As EMV transactions but for the Pay Unit Globalcom |
|
Include Swish transactions |
As EMV transactions but for the Pay Unit Swish |
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Include Vipps transactions |
As EMV transactions but for the Pay Unit Vipps |
|
Include License Information |
Include the licenses in the financial overview report |
|
Last Invoicing Execution Date |
The date the latest report was generated |
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The page uses advanced filtering
Additional fields
List item |
Explanation |
|
|---|---|---|
Description |
A short description in the business partner |
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Contact Email |
the email address of the contact person in the business partner |
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Send Invoicing by Mail |
Send the invoicing by mail to the contact email address. |
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Send Invoicing Directly to Jeeves |
Send the invoicing directly to Jeeves. Function only available in Europe and Malaysia production environments |
|
Cale Business Partner Details
1.Select the Partner type:
a.Cale Subsidiary
b.Cale Reseller
c.Individual Company
2.Use the official name of the Subsidiary/Reseller as name for the record
3.Optionally add a description
4.Add the email of the recipient of the invoicing report
5.Check the Send Invoicing by Mail if invoicing will be sent by mail
6.Check the Send Invoicing Directly to Jeeves if invoicing will be sent directly to Jeeves
7.Check the Include License information if this shall be added to the report
8.Check the Include transaction for each type that shall be added to the report
