Invoice Processes and Transaction Categories

Workcube Invoice Module allows you to calculate your invoices correctly, issue them on time, and track invoices effectively. It allows you to present your invoices online to your customers. Customers can track these invoices and can pay or reject them.

Warning: In order to make transactions in the invoice module, you must have authorization in the module, processes, and transaction categories.

Authority Groups

Which modules a user can access are set under authority groups. Users can access modules that are authorized in that authority group, a user who is not authorized to the module cannot access the business functions of that module.

In order to carry out the business of purchase and sales invoices, there must be authorization in the Invoice section under Sales-Distribution.

If the user needs to see the Standard Reports of this module, the Report User box should also be checked.

In addition, business function-based restrictions can be made.

Processes

You can access the processes from the processes page or by clicking Dashboard > System > Page Settings on the relevant page. 

You can access the process details by clicking on it or from the processes page.

In order to operate in the Shipping-Logistics module, you must be authorized in the following processes;

• Purchase invoice
• Purchase Invoices with Withholding
• Sales Invoice

Transaction Categories

The following transaction categories must be defined in order to perform transactions in the invoice module;

• Goods Purchase Invoice
• Received Price Difference Invoice
• Received Progress Payment Invoice
• Received Services Invoice
• Received Proforma Invoice
• Received Exchange Rate Difference Invoice
• Received Delay Interest Invoice
• Note of Expenses - Services
• Note of Expense - Goods
• Wholesale Food Market Invoice
• Import Invoice
• Self-Employed Invoice
• Retail Sales Return Invoice
• Wholesale Return Invoice
• Purchase Invoices with Withholding
• Issued Service Invoice
• Issued Proforma Invoice
• Issued Progress Payment Invoice
• Issued Price Difference Invoice
• Issued Exchange Rate Difference Invoice
• VAT Exempt Sales Invoice
• Purchase Return Invoice
• Issued Delay Interest Invoice
• Export Invoice
• Unpaid Non-Quota Export Invoice
• Retail Sales Invoice