Finance/Invoice Setup Process

Finance/Invoice Setup Process

Finance/Invoice Setup Process

TransVirtual includes an optional Finance module for adding pricing to consignments, invoicing customers, and exporting invoices to accounting software (MYOB or Xero). Finance can also track agent costs.

This article outlines the typical setup steps.

Step 1: Set up rate cards

  1. Create rate cards and assign customers or agents. See Customer Rate Cards.
  2. Before creating a rate card, set up a zone list. See Zone Directory.

Setup for customers and agents follows the same process.

Step 2: Set invoice terms

  1. Configure global invoicing terms in Global Setup > Finance.
  2. To set unique terms per customer or agent, open the card file, go to the Finance tab, and update as needed.

Step 3: Set up an invoice report template

Customise report templates. See PDF/Excel Report Templates.

Step 4: Set up EDI rules

EDI rules export invoice data to customers, agents, or accounting packages.

Send invoices to a customer or agent: See Invoice Export. Test EDI rules before enabling them live.

Export invoices to MYOB or Xero: See Account Packages.