Create an Ad Hoc Invoice

Example Scenario

An invoice contains two services, each with a taxable recurring price (50 EUR) and a taxable discount (20 EUR) with a tax rate of 10%. Total invoice amount = (50-20)*2*1.1 = 66 EUR.

This invoice contains two invoice items, each with four invoice item charges for a total of eight invoice item charges for the invoice. Each invoice item has a charge for the service price of 50 EUR, a discount of -20 EUR and a tax of 5 and -2 EUR for a total of 33 EUR for each invoice item and 66 EUR for the invoice.

The original invoice defined above is created for January. The billing manager discovers that price of the second service should have been 45 EUR and discount should have been reduced proportionally to 18 EUR.

Desired ad hoc invoice amount = -3.3 EUR (((45-50) – (18-20))*1.1)

Prerequisites

  • A manual invoice reason exists in Gotransverse. Refer to Manual Invoice Reasons.

  • A tax processor is configured in Gotransverse.

Refer to the following topics for more information: