Separate Invoices by Branch

Overview

Updated 06/07/2021

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Display Invoice based on Customer's Branch

Display Invoice based on Transaction's Branch

Display Invoice based on Customer's Branch

Existing functionality

This option will separate the invoices based on the transactions branch but will display the customer's Branch for each invoice.

Here is how this setup would work for this example:

Prerequisites: 

• Branch: PA-Dive Shop
• Branch: MN-Dive Shop

1. Create a customer under PA-Dive Shop branch

2. Navigate to the Customer Billing Setup
   1. Set the InvoiceSeparateBy to ‘BranchName’
      
      
      
      

3. Create 2 orders under the PA-Dive Shop branch
   1. Assign 1 employee to each order
4. Create 2 transactions in Time Entry
5. Confirm that the 2 transactions branch is PA-Dive Shop
6. Add bill units and bill rate to each transaction
7. Close the Time Entry transactions
8. Go to Billing
9. Create a billing batch
10. Select transactions for the billing batch
11. Process the billing Batch
12. Confirm:
    1. That you get 1 invoice
    2. That the branch displayed is the PA-Dive Shop branch
       
       
       
       
13. Go back to Time Entry
14. Update the first transaction in Time Entry to be MN-Dive Shop branch
15. Close the Time Entry batch again
16. Go to Billing
17. Select transactions
    1. Note that the transactions are separated by the transactions branch
       
       
       
       
       
       

18. Process the billing batch
19. Confirm:
    1. That you get 2 invoices
    2. That the branch displayed is the PA-Dive Shop branch
       
       
       
       
20. Navigate to the customer
21. Update the customer's Branch to be MN-Dive Shop branch
    
    
    
    

22. Navigate back to Billing
23. Re-process the billing batch
24. Confirm:
    1. That you get 2 invoices
    2. That the branch displayed is the MN-Dive Shop branch
       
       

Display Invoice based on Transaction's Branch

New functionality

This option will separate the invoices based on the transactions branch but will display the transaction branch for each invoice.

Here is how this setup would work for this example:

Prerequisites: 

• Branch: PA-Dive Shop
• Branch: MN-Dive Shop

1. Create a customer under PA-Dive Shop branch
   
   
   
   
2. Navigate to the Customer Billing Setup
   1. Set the InvoiceSeparateBy to ‘TxnBranchName’
      
      
      
      
3. Create 2 orders under the PA-Dive Shop branch
   1. Assign 1 employee to each order
4. Create 2 transactions in Time Entry
5. Confirm that the 2 transactions branch is PA-Dive Shop
6. Add bill units and bill rate to each transaction
7. Close the Time Entry transactions
8. Go to Billing
9. Create a billing batch
10. Select transactions for the billing batch
11. Process the billing Batch
12.  Confirm:
    1. That you get 1 invoice
    2. That the branch displayed is the PA-Dive Shop branch
       
       
       
       
13. Go back to Time Entry
14. Update the first transaction in Time Entry to be MN-Dive Shop branch
15. Close the Time Entry batch again
16. Go to Billing
17. Select transactions
    1. Note that the transactions are separated by the transactions branch
       
       
       
       
       
       
       

18. Process the billing batch
19. Confirm:
    1. That you get 2 invoices
    2. That the 1^st transaction branch displayed is the PA-Dive Shop branch
    3. That the 2^nd transaction branch displayed is the MN-Dive Shop branch
       
       

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