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Please review each of the processes below for Billing Customers and Entering Supplier Invoices by PP Enterprise Group
Please review each of the processes below for Billing Customers and Entering Supplier Invoices by PP Enterprise Group
There are two parts to PABX invoicing.
Firstly, we want to invoice our customers, and
Secondly, we want to enter the supplier invoices into Xero
(Note: This does not include invoices from the AAPT Wholesale, which are "fixed fee" call plans. AAPT WholeSale PABX and NBN is billed via Xero in Recurring memorised invoices)
To invoice from the PP Enterprise Portal into our Xero Accounting platform, please follow these steps, and watch the video for a walk-through.
Log into Xero, and make sure no-one else is currently generating invoices
Obtain the next available invoice number in Xero
Copy this Invoice Number to your clipboard
Log into the PP Enterprise Portal
Go to the Billing Menu item on the Left
Enter the Invoice Number into the "Start Invoice Number" Field
Choose the last day of the last month in the "Call Summary Date" Field
Select the Invoice Date, and the Due Date in each field.
Click on the [Generate File] button and wait for the CSV download.
In Xero, under the INVOICES Menu, choose the [IMPORT] button
Follow the video regarding Importing the CSV into Xero
Review the Invoices in the "DRAFT" Invoices Tab
Approve and email in Bulk
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