There are 3 types of invoice in the system:
- Top up invoice
- Proforma invoice
- Tax invoice
1. Top up invoice
1.1. What is a top-up invoice
This is the invoice that you issue to your customer to top up their balance.
1.2. Create a top-up invoice
Go to Invoice app > Create invoice > Choose top-up invoice
Fill in the necessary info and Create
1.3. Allocate payment to a top-up invoice
- Allocate using Finance app
- If the topped up payment has not been spent on any transactions yet (e.g. call, sms...), it can be removed.
- The payment can be allocated to multiple invoices.
1.4. Provision Top-up invoice
When the top-up invoice is allocated a payment, it is being provisioned. It means that when you allocate the payment (e.g. $100) to a top-up invoice of user A, the balance of user A will increase by $100 and the top-up invoice becomes provisioned.
1.5. Void a top-up invoice
As long as the top-up invoice is not allocated (or provisioned), it can be voided. No credit note is required.
2. Proforma invoice
2.1. What is a proforma invoice?
A pro-forma invoice is a preliminary bill of sale that send to buyers before service provision. As a result, items in pro-forma invoices are not considered as revenue, and therefore can be freely changed as required.
2.2. Create a proforma invoice
https://b3networks.freshdesk.com/support/solutions/articles/28000004867-create-pro-forma-invoices
2.3. Allocate payment to a proforma invoice
- Manual allocation: add payment by Finance app -> assign to org -> allocate to invoice
- It can be removed from an invoice.
- If the proforma invoice is provisioned by Invoice app and becomes a tax invoice, the payment still can be removed.
2.4. Provision a proforma invoice
2.5. Void a proforma invoice
A Pro-forma invoice can be voided, no sending Credit Note needed.
** Note: a paid or partially paid Pro-forma invoice cannot be voided. To do that, the payment must be unallocated from the invoice first.
3. Tax invoice
3.1. What is a tax invoice?
An invoice is provisioned with the services belong to it is a tax invoice.
3.2. Create a tax invoice
Every invoice (top-up, proforma) after being provisioned becomes a tax invoice.
3.4. Allocate payment to a tax invoice
- It is auto - allocation by default. To mark it as paid: you need to create a top-up invoice -> top up -> the payment is allocated to this kind of invoice itself.
- Auto allocated payment can be removed.
- Support disable auto allocate
- Support manual allocate: add payment at Finance app -> assign to org -> allocate to invoice (you do not need to disable auto allocate)
- Manual payment can be removed.
- Manual payment can be removed.
3.5. Void a tax invoice
The tax invoice cannot be voided as it is considered as revenue once it is issued.