Invoice Management

Location

ATRIP -> Financial -> Invoices

All the invoices which are available in ATRIP are listed on this screen.

The invoices and the recon statements can be downloaded using the “Download” button.

Permissions

Admin

Configuration

On clicking the “Configuration Rules” a slide-out window will open.

The customer may configure the receipt of invoices as per their requirement. They may also add / delete any email ids to whom the invoices need to be sent.

The below configurations can be done by the customer themselves:

Invoice Cycle:

The frequency of receiving the invoices can be customized as per the customer’s requirements. The customer can have different “Tax Invoice & Credit Note” and “Billing Statement” frequencies, if required. For example, the “Tax Invoice & Credit Note” can be configured to be received every month while the “Billing Statement” can be configured to be received each week.

The available options are:

• Do not send

• Once a month

• Once a week

• Twice a week (Monday and Thursday)

Format:

The customer can choose between .csv and .xls formats for the “Billing Statement”.

Email Subscription:

The customer can add up to 10 email addresses in this field. Once all the details are entered, click on “Confirm”.

Please note that this has already been configured for the existing customers. The new customers will need to self-configure this section for receiving the invoices. The default for a new customer is “Do not send”.