Sales Invoicing Module (1 day course)

This one-day course provides training on the setup and use of the Sales Invoicing module.   

The Sales Invoicing Module uses financial information that has been entered into MRI Evolution to create invoices for clients. The financial information can be drawn from a Task, a Facilities Booking or a Contract. The flexibility of the Module allows an invoice to be created for different clients at different rates. Once the client has been invoiced and has made payment, MRI Evolution can record all payments received and any credits given to allow reconciliation of accounts.

Benefits

• Smooth System Interaction
• Streamlined Inventory Control
• Enhanced Financial Proficiency

Course Contents

• Module Overview
• Setting up module including cost centre and codes, tax rates, and nominal codes.
• Creating statutory holidays, payment terms and invoicing rate groups
• Creating invoice level of completion and export status
• Creating and managing clients
• Creating and managing accounting periods
• Creating and managing sales invoice rule groups
• Running a sales invoice batch generation
• Managing invoice batches including approval, issuing, and deleting draft invoices.
• Updating a task and rerun invoice generation
• Recoding and allocation payment
• Creating and applying credit notes
• Generating cost invoices
• Generating contract invoices
• Generating facility booking invoices
• Generating manual invoices

Prerequisites

A basic understanding of the system's interface is essential to effectively engage with the course content. Familiarity with tasks, task finance  will enhance the learning experience.