B3 Networks

Individual invoice is the invoice that is generated after every successful purchased transaction, i.e. subscription, hardware, admin fee.

New things applied:

• All invoices sent either automatically by the system (commercial invoices), or manually by Invoice app (Manual invoice and Tax invoice), will be called with a unique name: Tax Invoices. 
• A purchased item will appear only ONCE in exactly one Tax Invoice, either in new Individual Tax Invoice (most of the time), or in the Monthly Tax Invoice.
• All purchase actions (subscription, hardware, admin fee...) and credit issue (top up or transfer) will require an invoice number and will send the Tax Invoices to customers, the micro transaction items (call, SMS, DNC check...) should be listed in the Monthly Tax Invoice.
• In Invoice app, the Invoice that is already sent cannot be edited or voided as it is considered revenue earned. We will introduce Credit Note feature later on to negate these Tax Invoices.
• Discount by subscription level is no longer supported.

How this change affects your business:

First of all, kindly go to the Invoice app and check its settings, especially the option Send Tax Invoices to customers at the end of the month:

1. If it is blank, it means that Invoice app is not utilized in your business operation, then the change does not affect you or your customers at all.

2. If the option is enabled, please scroll down for more information:

Influences on your operation:

• Some items won't appear in the Monthly Tax Invoice as you expect because it has been addressed in a Tax Invoice previously.
• Please use Quotes when a deal is still being negotiated, and exercise extra care when creating Tax Invoices in Invoice app, as sent Invoices are no longer editable or voidable.
• When purchasing something or issuing (transferring) credit for customers using Customer app, you are required to key in an invoice number. 
  • If the transaction has already been invoiced via Invoice app, please input the invoice number. NO credit is consumed.
    
  • Otherwise, just choose No, send a new invoice for this txn. Then, a new Tax Invoice will be sent and credit will be consumed for the transaction.
  • NOTE: if an invoice had been created but you still choose NO, it would lead to the double counting the revenue of that transaction.

• Invoice app is no longer able to provision the items. Replaceably, you need to use the Customer app. Detail can be found at this article: How to provision the items in an invoice

  1. Provision credit: https://b3networks.freshdesk.com/support/solutions/articles/28000004860-transfer-credit-to-customer-accounts
  2. Provision new subscription: https://b3networks.freshdesk.com/support/solutions/articles/28000004859-purchase-subscriptions-for-customer-accounts
  3. Provision an element in an active subscription: https://b3networks.freshdesk.com/support/solutions/articles/28000005377-manage-active-subscriptions
  4. Reactivate an expired subscription: https://b3networks.freshdesk.com/support/solutions/articles/28000005376-manage-the-expired-subscriptions 
  5. Renew subscription: https://b3networks.freshdesk.com/support/solutions/articles/28000010515-subscription-renewal

Influences on your customers:

• They will receive more invoices than they used to. The reason is that each successful transaction (except call, SMS and DNC check) would result in an invoice.
• They might not find all items that they paid for in the monthly tax invoice because those items have been included in the individual invoice.