1. What you need to know
The Invoice Consolidated feature helps you group all remit notes from an insurance company into one single invoice. Grouping can be done based on date range, area, product category, product, and / or encounter.
Before generating consolidated invoices make sure to comply with the following mandatory requirements:
A. First, you must activate the function Requires Consolidated Invoice in the window Business Partner for the insurance companies that request this invoice format.
Important: Verify that the TAX Id is correct since a generic one is not accepted to generate the invoice. If the TAX Id is incorrect you must cancel the invoice, correct the TAX Id and generate the invoice again.
B. After configuring, you can now generate the remit notes by adding the AR collection method, where for this specific case the system does not generate the invoice, but will leave the remit note active to be consolidated into an invoice.
3. You can generate your consolidated invoice without cash opening or cash out and close cash register.
4.- To record collections from the consolidated invoice, do so with the Collections and Allocations window.
5. The most common status of the invoice document are:
- In progress, when the invoice is not yet stamped. At this moment you can include o remove remit notes.
- Complete, when the invoice is stamped or the electronic invoice was generated. You can cancel one or all of the remit notes, which generates a credit note that is stamped to notify the TAX Bureau.
2. The benefits
- To be able to make a consolidated invoice for the insurance company that requests it and even particular clients as long as they are configured as mentioned in the previous point.
- To be able to create one specific invoice for an insurance company considering different parameters.
3. Start invoice consolidated
Before creating your invoice you must have the mandatory requirements of section 1 above.
Are you ready?
Now, know the steps to generate the invoice in the following video.
Go to Invoice Consolidated window and click on New Record to create a new invoice:
Select sales receipts from the invoice selection menu and confirm:
Sales receipts will appear now on detail, select all those invoices to be added onto your invoice and Save:
Header fields will appear filled with all of the receipts information, total amounts included. Now click on Process to complete your invoice creation (gear icon):
Select invoice date and Save:
Cirrus will automatically download the PDF file, to receive this invoice on your email inbox, type your email address:
After finishing the aforementioned steps
You'll be able to see the policy of the generated invoice.
The XML report will always show the concepts by product category.
Congratulations!