Direct Billing

[Becks2481]

When direct billing a customer, do you start the billing terms when the customer picks up? or when the order is completed?

Here is a scenario that is happening to us and I wanted to see if it was happening to others as well.

Customer Joe places his order, we complete the order and diirect bill the invoice because he is due to pickup today. When he comes in he wants to add another plaque to the current invoice. Bizwiz allows you to now add to the invoice however when you go to duplicate that order next year you will not know that plaque has been added unless you check the invoice along with the order.

I hesitate to create a second invoice with the additional plaque because that can sometimes delay payment, customers prefer to cut one check.

So it got me thinking do others mark the invoice billed upon completion of the order and notification to the customer or rather mark the invoice billed upon the customer picking up? If the latter is true, do all your employees have access to that portion of bizwiz?

[M. David Matney]

When direct billing a customer, do you start the billing terms when the customer picks up? or when the order is completed?

Here is a scenario that is happening to us and I wanted to see if it was happening to others as well.

Customer Joe places his order, we complete the order and diirect bill the invoice because he is due to pickup today. When he comes in he wants to add another plaque to the current invoice. Bizwiz allows you to now add to the invoice however when you go to duplicate that order next year you will not know that plaque has been added unless you check the invoice along with the order.

I hesitate to create a second invoice with the additional plaque because that can sometimes delay payment, customers prefer to cut one check.

So it got me thinking do others mark the invoice billed upon completion of the order and notification to the customer or rather mark the invoice billed upon the customer picking up? If the latter is true, do all your employees have access to that portion of bizwiz?

If you know the customer is going to direct bill you should set that up at order entry time, that way when your production people mark the order complete, it will auto-invoice.

If the customer comes in to pick up his 5 plaques and wants to order 2 more plaques, it should be treated as a new order, not the same order. This is standard business practice for any business. For example, if you go to the grocery store and you buy 10 items, and checkout and then forget you needed a gallon of milk. the cashier has to ring up a 2nd transaction, you get a 2nd receipt. The first transaction is already completed.

So you concern if receiving payment because there are two invoices. Well, its the same thing if I paid for those 10 items at the grocery store on my credit card and then paid for the 1 gallon of milk on my credit card. I will see two transactions on my credit card statement as it is two transactions.

This is done because of audit trails and basic accounting principals.

I've never seen an accounting program used to cut payments (payables) that didn't have the ability to pay multiple invoices on a single check. I am sure your customer has the ability to write one check to pay for 1, 2, 5, 10 or even 20 invoices (all on a single check)