INVOICE NARRATION.

INVOICE NARRATION

Introduction :

In the StaffingGo application, the concept of "narration" plays a crucial role in enhancing the clarity and context of invoices.

Concept Overview :

Narration refers to the additional description or note that can be included in an invoice to provide more detailed context or explanations about the charges listed.

Usage :

Users can enter text into the narration field when creating or editing an invoice. This text will appear on the final invoice document.

Here are the steps to follow for invoice narration in StaffingGo application.

• Settings → Financials 

After you click on the invoice narration, the below page will appear.

    Title type : Create the name(Title) for  Invoice narration(Client Requirement)

    Title: Name of the title type

    In StaffinGo we have 6 particulars.( Choose the particulars which is in  dropdown∇ (Client Requirement)

    General : Invoice will be generated in the form of client wise (Default)

    For Each Employee :  For each employee ,separate line item created.

    For Each Employee and E&D Allowance : For each employee ,for E& D separate line item created.

    General & Service Charge : Invoice will be generated with  separate service charge/markup 

    General, Service Charge & E&D Allowance : Invoice will be generated with  separate service charge and E & D allowance

    Billrate (Rate Card Billing) : Invoice will be generated with rate card billing. Based on BRline items 

    Description of every particular can be entered in this column.

    If you click on “+ “you will get the page below.

    NOTE: Based on client requirement choose option YES/NO for non-taxable invoice narration template.(For the invoices          without GST will be used as non-taxable invoice)

    Select the column name in the ∇  (Client requirement)

    Particulars :  Particulars refer to the detailed descriptions or explanations of the services being billed

    SAC CODE : The SAC code in an invoice is a unique identifier used to classify the type of service provided for accurate GST      calculation and reporting.

    Quantity : Amount of  services provided.

    Rate: Rate is the unit price for each item or service

    Bill Amount : Bill amount is the total cost before taxes

    Tax : Tax is the percentage applied

    Tax Amount : Tax amount is the cost added due to the tax.

    Invoice Amount : invoice amount is the total cost before any deductions.

    UOM : UOM (Unit of Measure) specifies how the quantity is measured

    Discount : Discount represents the amount subtracted from the invoice total to adjust for any agreed savings

    It displays the name whatever we mentioned in the column name .

    To adjust the Page size in pdf

    After finishing of all these steps, click on save button.

    When you are working on processing an invoice, you will see this page which is shown below.

    Once you click on the "NEXT" button, you will see the generated invoice with the details you have entered at invoice                narration. Which is shown in figure below. 

    CASE-1 (GENERAL)

    Invoice narration for “general” Which is shown in figure below

   If we select the General at invoice narration, It will reflect as below

CASE-2(For EACH EMPLOYEE) :

 Sample Invoice narration for “For each employee” Which is shown in below figure.

If we select the for each employee particular at invoice narration ,separate line item created for

each employees which is as shown in below. (Based on the tags ,the description will reflect here)

CASE-3(For Each Employee and E&D Allowance) :

Sample Invoice narration for “For each employee and E&D allowance” Which is shown in below figure.

 If we select the for each employee and E&D particular at invoice narration ,separate line item created for each employees and E & D allowance  which is as shown in below.

CASE-4(General & Service Charge)

Sample Invoice narration for “For General & service charge” Which is shown in below figure.

If we select the General & Service Charge particular at invoice narration ,separate line item created for General & Service Charge which is as shown in below.

CASE-5(General & Service Charge & E&D Allowance)

Sample Invoice narration for “For General & service charge and E&D allowance” Which is shown in below figure. 

If we select the General & Service Charge & E &D allowance particular at invoice narration ,separate line item created for General & Service Charge and E &D allowance. which is as shown in below.

CASE-6 (Billrate Rate Card Billing) 

Sample Invoice narration for “Billrate (Rate Card Billing)” Which is shown in below figure.

If we select the 'Billrate Rate Card Billing' option in the invoice narration, it will be reflected as shown below.

“N “number of bill rate line items created for rate card billing invoice (In this case we took 2 rates)