Skip Navigation

Part 1: What are the Top 7 Tips for Paxia Invoices?

Catering Management, Paxia Cloud, Paxia Invoices

We end our tips and tricks blog series with answers to frequently asked questions for our remaining application, Paxia Invoices.  Continue reading for the first three of seven tips.

Tip 1
How do I use rules to assign invoice or line-item level tags and/or error codes?

Invoice Tags:

  • Navigate to Invoices > Administration > Invoice Tags
  • Create Invoice Tags such as account number, cost center codes, and location ID
  • Use the Service Validation Rule Engine to trigger when to assign each invoice tag

Error Codes:

  • Navigate to Invoices > Administration > Error Codes
  • Create Error Codes to manage invoice discrepancies like billed qty or an amount greater than order qty/amount unscheduled line item
  • Use the Invoices Validation Rule Engine to trigger when to assign each error code

Tip 2:
How do I create any combination of taxes, fees, and discounts applied at the Invoice or line-item level?

Create charge types:

  • Navigate to Invoices> Administration > Charges.
  • Create all the required taxes, fees, and discount entities

Specify charge values:

  • Navigate to Invoices  > Administration > Station Invoice Properties
  • Search for a station and use the ‘Add Charge Value’ function to assign charge values either by a fixed amount or a percentage

Define price alteration method:

  • Navigate to Invoices > Administration > Price Alteration Method
  • Create formulas to determine how the charge types are required to be applied/calculated and in what sequence

Tip 3:
How do I upload supporting documents related to an invoicing period?

  • Navigate to Invoices>Search Invoicing Periods
  • Use filters to display the required invoicing periods
  • Click on the ‘View Attachment’ icon against the invoicing period
  • The screen will show a list of previously attached documents to select and view
  • Use the ‘Upload’ button to attach a new document

UP NEXT: The last four tips for Paxia Invoices.