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Invoice Fee Profiles

Invoice Fee Profiles

Invoice Fee Profiles

1512
1535
1619
548

Invoice Fee Profiles

Program #:   1619

Module:    System Administration

Overview

Use Invoice Fee Profiles (program #1619) to define customer profiles for fees you charge for providing a paper invoice. You may create profiles for invoice fees for one-time fees, cycle fees, or both. Use the Fee Profile field in the Billing Information pane or Contract Information pane of the Contract Master (program #548) to attach an invoice fee profile to a billing account or to a contract.

Invoice fees print as a line on every invoice created for a customer who has an invoice fee profile selected in the Billing Information pane or Contract Details panes of Contract Master. In Items (program #1535), create an invoice fee item in which you define the text that appears on the invoice. Then in this program, associate that item with an invoice fee profile.

You may also associate a revenue type with an invoice fee profile.

Note: If a contract has an invoice fee profile selected in both the Billing Information and the Contract Information panes of the Contract Master (but the fees are different) invoicing uses the larger of the two fees. If the fees are the same, invoicing uses only one fee.

To access this program, select Invoice Fee Profiles (program #1619) from the main menu of SBN.

The Invoice Fee Profiles Window

The following graphic shows Invoice Fee Profiles as the program opens. The window displays previously defined profiles of invoice fees.

Field/Column Descriptions

The following table describes the fields and columns used in Invoice Fee Profiles.

Field/Column

Description

Fee Profile

Code that identifies the selected invoice fee profile.

Description

Text description of the selected invoice fee profile.

One Time Fee

Amount of invoice fee for one-time invoices.

O    If you do not want to charge a fee for one-time invoices, type 0.00.

Revenue Type

Select the appropriate revenue type for the invoice fee for one-time invoices. (This menu originates from program #1512.)

Item Code

Select the item code that defines the text that appears on the invoice for the invoice fee. (This menu originates from program #1535.)

Cycle Fee

Amount of invoice fee for cycle fees.

O    If you do not want to charge a fee for cycle fee invoices, type 0.00

Revenue Type

Select the appropriate revenue type for the invoice fee for cycle fee invoices. (This menu originates from program #1512.)

Item Code

Select the item code that defines the text that appears on the invoice for the invoice fee. (This menu originates from program #1535.)

Using Common Functions

See the reference document Common Functions in SBN for more information.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Get

ALT+F1

1619/ 1

Get record.

Change

F2

1619/ 2

Change selected record.

New

F3

1619/ 3

Create new record.

Delete

SHIFT+F10

1619/ 4

Delete selected record.

Undelete

ALT+F10

1619/ 5

Restore deleted record.

Print

CTRL+F8

1619/ 6

Print selected records.

Previous

F4

1619/ 999

Select last record.

Next

F5

1619/ 999

Select next record.

Modifications and Updates to Invoice Fee Profiles

The following table lists modifications and updates to the Invoice Fee Profiles document.

Mod Number

Date

Description

n/a

8/19/14

Images updated.



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