Monthly Invoicing

• Monthly invoicing allows you to view all activities from express supply invoicing and/or pre-set agent charges from their invoicing table and/or purchases rebilled to agents and generate an agent invoice at once.

NOTE: “Monthly Invoicing” isn’t limited to once a month. This action can be taken at any time.

• From Main menu >> Accounts Receivable >> List of Monthly Invoicing.

• Click on Actions >> New Monthly Invoicing.

• InvoicingDate is the date that will be shown on the invoices.

• Processing Date: System will include on the invoice all items entered and not billed up to that date.

• By default, all charges will be included in the invoicing:

  • Fixed Cost : Pre-set charges in the invoicing table of the agents.
  • Interest : If applicable.
  • Franchises Fees : If applicable.
  • Variable Costs : Purchases rebilled to agents .
  • Supplies : All charges entered through express supply invoicing.

• Select the appropriate Agents and/or Department you want to invoice.

• You may personalize the invoice with a Note. The same note will appear at the bottom of all invoices generated through the invoicing you are processing.

• Click on Submit.

• If you have already generated an invoice for that month, a warning will appear asking you to confirm that you want to generate invoice. Click OK to continue.

• The system will display all the appropriate items to be invoiced. At this point, for any items you need to verify or edit, you can click on the Sheet with a Pencil icon and verify or edit a specific charge. When you modify, make sure to click on Recalculate at the bottom of the page.

• If you are satisfied with the charges to apply, click on Submit. eZmax will ask you for confirmation that you want to proceed with the invoicing. If it’s ready, click OK.

• Invoicing will be posted for applicable parties.

• You can click on Actions and Print the invoices or Send According to Preference.

• At any time, you can click on an invoice # to:

  • View the details of the invoice;
  • Print or Send the invoice;
  • Reverse the invoice;
  • View the list of Supplies billed on this invoice;
  • View the list of Variable Costs billed on this invoice;
  • Enter a Manual Payment by Credit Card;
  • See the GL accounts activity of this invoice;
  • See the Payments History.