Invoice Config

Manage invoice configurations

Invoice configuration involves setting the parameters that control how invoices are generated, formatted, and processed within the car rental management system. This setup is essential for ensuring accurate billing and compliance with financial regulations.

Add an invoice configuration

1. Navigate to the 'Invoice Config' tab.

2. Click on the "Add Invoice Config" button.

3. Fill in the required fields that appear, such as setting the invoice prefix according to the Invoice No. Format specified.
4. Add additional details such as your company's address, bank details, header content, and terms and conditions related to the billing process.

5. After saving the initial configuration, you can add an invoice logo and an invoice stamp in JPEG or PNG file format to personalize and authenticate your invoices.
6. Click the "Save" button to finalize and save the invoice configuration.

To configure the basic details in the invoice for your client, you'll need to fill in the following information:

1. Company: Your company's name or business name.
2. Full Name: Your full name or the name of the contact person responsible for billing.
3. Tax ID: Your company's tax identification number (if applicable).
4. Email: The email address associated with your company's billing department or contact person.
5. Phone No: The phone number for your company's billing department or contact person.
6. Invoice No: A unique identifier for the invoice.
7. Address: Your company's address or the address where billing inquiries should be directed.
8. Bank Details: Information about your company's bank account for payment processing (e.g., bank name, account number, routing number).
9. Header Content: Any additional header content you wish to include, such as a logo, slogan, or specific message.
10. Terms: Payment terms or conditions, such as payment due date, late payment fees, or other relevant information.

Edit Invoice-configuration

1. Access the Edit Feature: Locate and click on the 'Edit' icon.

2. Modify Invoice Configuration Details: Adjust or add new settings as required, such as tax rates, invoice templates, payment terms, or company details.
3. Confirm and Save: After making changes, click the 'Save' button to ensure all updates are correctly saved to the invoice configuration.

How to Configure Invoice Settings for RCM

1. Access Invoice Config:

   • Navigate to the invoice configuration section in your application.

2. Edit Invoice Config:

   • Locate and click on the 'Edit' button for invoice settings.

3. Open Tweaks:

   • Scroll down and click on the 'Tweaks' button.

4. Select Tweak Type:

   • In the tweaks menu, choose 'RCM' from the Tweak Type options.

5. Choose Client Entities:

   • Click on 'Client Entities' to display a list of clients.

6. Mark RCM as True:

   • Select the clients for whom you want to enable RCM.

7. Confirm and Save:

   • After making your selections, click the 'Save' button to apply changes to the invoice configuration.

How to Configure Invoice Settings for SEZ

1. Access Invoice Config: Navigate to the invoice configuration section in your application.
2. Edit Invoice Config: Locate and click on the 'Edit' button for invoice settings.
3. Open Tweaks: Scroll down and click on the 'Tweaks' button.
4. Select Tweak Type: In the tweaks menu, choose 'SEZ' from the Tweak Type options.

5. Add Header Content:

6. Choose Client Entities: Click on 'Client Entities' to display a list of clients.
7. Select the clients for whom you want to enable SEZ.

8. Confirm and Save: After making your selections, click the 'Save' button to apply changes to the invoice configuration.