Invoices
The invoice register: the system of record for what customers were billed, which payments are allocated to each invoice and what is still owed. Finance overview reads its receivables from here.
Receivables
Same view on Finance overviewOverdue
E-invoice issues
To be confirmed. Whether MALYOMAR must submit invoices to the Egyptian Tax Authority e-invoicing system, and through which provider, is an open decision. The submission column shows how it would work. The connection is set up in Integration hub.
| Invoice | Bill to | Order / deal | Total incl. VAT | Allocated payments | Balance | Due | Status | E-invoice |
|---|
Status is worked out on the reporting date from the due date and the allocated payments.
Bridge to total receivables
| Step | Invoices | Amount |
|---|
Preview
Ageing
Same buckets and total as Finance overview.
Reminder schedule
- Friendly reminder with the invoice and bank details.
- Reminder to the billing contact, copy to the account owner.
- Task for the account owner in Tasks & approvals.
- Unpaid seats are flagged to Operations before joining instructions go out.
Edited in Automations. Wording lives in Policies & templates.