The landscape invoice PDF displays any new delta pre-invoice items, highlighting the differences between the previous billed amounts and the new amounts. You will also see the original invoice number that was adjusted, ensuring you have a clear record of what was changed. Additionally, the reason for the adjustment will be noted if added by the user. On the invoice PDF, there will be a statement below each delta item explaining the adjustment and listing the reasons.
The Delta Invoicing allows for detailed invoice creation, providing clear information on delta amounts and adjustments. This process ensures accurate billing and financial records.
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A message: "Adjustment to invoice XX (Referenced Invoice Number), reasons for the change"
The outstanding amount and delta amount
Whereas non-Delta Items will not have the additional lines.
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Technical Reversal :
The Technical reversal items will are not be shown in PDFs. Technical reversals are used to correct previous errors without displaying the erroneous transactions. This means that adjustments, corrections, and other technical reversals are made in the background to maintain clean and accurate invoice records.
When at least one delta item is present, an extra column labeled "Outstanding Amount" will be added while retaining the "Total Amount" column, and discounts will not be shown in the delta amounts.<< Add UI>>
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Important Note: Delta discount and surcharge amounts will not be shown/calculated on the pdf. |
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Packages and PDF
On the landscape PDF setting following fields are relevant for packages
Hide Package Component Details:This field is true by default and can be changed directly byShow Packet Components on PDFat the campaign item level if the components need to be shownHide Package Header Details on PDF:Is mapped withHide Package Header Details on PDFon the campaign item levelHide ad hoc Package Components:If this field is true it will hide all components for ad-hoc package. Only the header will be visible on PDFs with the sum of the outstanding amounts from the components relevant to the delta change
Campaign item level setting relevant to PDFs:
There are 2 fields relevant to packages related to PDFs at the campaign item level
Show Packet Components on PDFHide Package Header Details on PDF = False