Introduction
Billing Mode app allows users to apply the preferences for generating Delivery Challans (DCs) and Invoices. “Generate DC First” option allows you to create the DC before generating an invoice. “Invoice First” option enables you to generate the invoice first. The “Create DC Automatically After Invoice Creation” option automates the creation of the DC once the invoice is generated.
User can consider the workflow and preferences to select the appropriate DC mode.
Stages Workflow
No Stages
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Billing Mode App.
Details
This section contains the Billing Mode preferences and LoB segment of the customers
| Field name | Description |
| LoB | Displays the line of business segment for which the billing mode to be applied for all the transactions |
| Billing Mode |
The Billing Mode allows user to apply the settings based on the preferences and workflow. Sales Billing Mode: Displays the Billing Mode applied whether a DC is created first or an Invoice First. |
| Auto Create | Sales Billing Mode: Auto Create Invoice when DC is created if the Toggle is enabled after creating DC automatically invoice will be created. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Billing Mode Masters