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As soon as you have the respective file on your computer (downloaded from online banking for business customers, by e-mail from your bank manager, etc.), you can upload it to your GolfSuite and trigger the comparison.
Yearly billing
Annual accounts / Category
The exact name here is the billing category. This is used to enable different payment periods for the same salesperson.
This means, for example, that you can combine or merge different member types by defining the same payroll category. This means that you only need to enter this category during billing.
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All other articles that do not have a billing category or have a different billing category are not taken into account. |
You can also store it for existing articles for which you have not yet made an entry in this respect. By simply editing the article, you can define the billing category:
Edit annual accounts / templates
Access: Invoices → Collective invoices → Templates
If you want to change the content of an invoice template of a member type, you can change it here.
If you would like to change the article price, please do so directly in the article management.
See also: Article Management - Merchandise Management#Article Overview/Article Editing
Annual accounts / Processes
Path. Invoices Collective invoice Processes Invoices → Collective invoice → Processes
The settlements (also called prescriptions) are divided into 3 main tasks:
Billing category, billing templates, and finally the billing process itself.
Settlement category
The billing category is a selection that you can assign to an article on the invoice template. This makes it possible to split the automated process in advance. This means that a specific group of customers can be billed or excluded.
If this field is not defined (during an invoicing), all articles with and without invoicing category will be invoiced.
However, as soon as you enter a (already existing) billing category, all items with exactly this billing category are used and all other items are ignored. (= in this example, all articles are used, since no settlement category was specified)
Settlement template (invoice template)
All member types in your system have a billing template (also called invoice template). You can compare this with a container.
All these containers are filled with specific articles. These, in turn, are then stored for all customers assigned to the respective member type (on the invoice template).
Depending on the ongoing year, you may have to adjust the "last billed per" date. The last day of the current year is automatically stored here.
How do I edit the contents of this "container" (invoice template)?
Under Clubs - My Golfclub#Invoice Templates you can see how to do this. (Please note that you may first need to create a member type if you do not have one: Clubs - my Golfclub#Membership Types).
Annual accounts - what you still have to do
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Before this process is started, the following must be checked and ensured:
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If you have entered 'once only' for your articles in the period, please check the expiration date (set automatically if you have already invoiced) before creating the invoice. Specified key date = expiration date). This is a necessary specification so that the system remembers whether the respective article was already charged or not! |
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As soon as you start to filter - according to certain criteria - you make your task much easier. For example, if you want to know which customers have an incorrect key date (key date does not apply = no invoice is created), you can display these customers immediately:
You can find more information about the existing functionalities in the filter function under General Information#Operators If you are missing certain criteria/filters in your GolfSuite, please contact Nexxchange Support! |
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Under Clubs - My Golfclub#Invoice Templates you will find a description of how to create the automated process (this is necessary once). |
The individual invoices are initially only provided with items in which the current status of the customer is also stored (incorrect data such as salutation, address incorrect, lead to the fact that the invoice must now be issued again). Now you can use these settings to start generating the invoices. You trigger this directly in the invoice overview (= you are now finished in the Collective Invoices/Processes area).