Billing Proposal

A towing billing proposal collects storage order lines of one customer to be invoiced.

Where

Towing and Recovery › Billing › Billing Proposal

Who uses it

The recovery accountant

When

When storage is to be invoiced

Needs first

Storage Order

What it is for

Pick storage order lines on the Basic Data tab; their dates, days and amounts fill in, and price and discount can be changed. The proposal posts nothing. The invoice is made on the Customer Invoice screen in Receivables, on a journal whose billing type is the towing billing proposal, by picking this proposal.

Every field in plain words

General

Field	What it means	What to put
Transaction	The code or number of this record	A short unique code, or the next number when a number range is set up. Required. Cannot be changed once saved
Transaction Date	The date of the document	A date. Required
Customer	The customer	Pick from the customer list. Required
Name	The customer name	Fills in from the customer
Notes	A note on the document	Free text

Lines (Basic Data tab)

Column	What it means	What to put
Storage Order	The storage order billed	Pick a storage order line
Category	The category of the line. The category carries the revenue account and the tax group	Fills in by itself
Movement	The object movement this document refers to	Fills in by itself
Service Object	The thing being serviced: a vehicle, a machine, a container	Fills in by itself
Name	Name of the service object	Fills in from the service object
Date From	Start of the period	Fills in by itself
Date To	End of the period	Fills in by itself
Days	Days stored	Fills in by itself
Adjustment	Days added or taken off	Fills in by itself
Quantity	How many	Fills in by itself
Price	Price per unit before discount	An amount
Gross Amount	Quantity times price	Calculated
Discount %	Discount on the line as a percentage	A percentage, at most 100
Discount Amount	Discount on the line as an amount	An amount, or leave it to the percentage
Net Price	Price per unit after discount	Calculated
Net Amount	Line amount after discount	Calculated
Tax Zone	Tax zone used to find the tax rates	Pick a tax zone
Tax Group	Tax group of the line	Pick a tax group. With the tax zone it decides the tax lines
Line Text	A note on the line	Free text

How to configure it

Nothing to set.

Scenarios

• Month end for an impound yard. One proposal per customer with that month's storage lines.

What it is connected to

• Storage Order
• Customer Invoice - the invoice.

If something looks wrong

• A storage order line is not offered. It is of another customer, is dated after the Transaction Date of the proposal, or is already on a proposal.