Invoicing with Sales Tax

A. Invoice Formats

          In the Invoice is generated based on the “Tax Mode” set in the Tax configuration earlier.

               We have mainly two types in the Tax Modes :

                                1. Summary: shows summarized line items

                                2. Detailed: shows detailed line items

              Initially set the Invoice to a format having better view of line items (let’s use Full Details now) follow the steps:

                      Fig A.2.1

             Let's generate the Invoice now in different Tax Modes.

          Now let’s generate an Invoice for a Customer in BluSynergy product. To do this, follow the steps:

  Fig A.2.3

                 2.  Set the Tax Mode to “Detailed” in the Tax configuration

                            

                     Fig A.2.7

         Now let’s generate an Invoice for a Customer in BluSynergy product. To do this, follow the steps:

 Fig A.2.8

B. Cancellation

          The Invoice generated can be cancelled if required.

             To do this, in the Invoice page click on “Cancel Invoice” button on the left side column items

                    

Fig B.2.1

             This will be updated automatically in the Avalara System. It will change the Invoice status to “Voided”

        

Fig B.2.2

    

C. Discounts / Promotions

          Discounts can be applied to the Order/Invoice by selecting a “Promotion code” while creating an Order for a  Customer. Note that the Promotion is applied to the whole Order/Invoice (and not to a particular line item in the  Order/Invoice.)

        

Fig C.2.1

        This Promotion code will give the Customer a discount of $10 as per set in the “Promotions” under “Plans” menu. 

   We can see the discount in the Avalara system

Fig C.2.2

D. Review Mode and Approvals

         An Invoice can be Reviewed before making it Outstanding (Active / Approved), to do this, follow the steps:

Fig D.2.1

            This results in Invoices being generated in Draft state after a billing run, which may then be Approved later by  clicking on the “Approve This Invoice” button on the left column of Invoice. In Review Mode, the Tax Charges on the  Avalara side are not “committed” unless the Invoices are approved (either individually or for the whole billing run)

    

Fig D.2.2