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userdocs:travelwise:documents_management:invoice:deposits_liability [2014/11/11 03:41]
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userdocs:travelwise:documents_management:invoice:deposits_liability [2019/09/21 09:20] (current)
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   - rest prepayment.   - rest prepayment.
  
-{{:​userdocs:​travelwise:​documents_management:​invoice:​deposits_liabilities.png?​nolink|}}+{{:​userdocs:​travelwise:​documents_management:​invoice:​rn.png?​nolink|}}
  
-The value in a //'​date'//​ field is calculated automatically according to the rules:+As soon as real deposit date and the deposit remark creation date can be different, separated dates in the fields: ​//'Internal Remark Date'//​ (i. e. //remark creation ​date//)  & //'​Deposit Date'//​. Later changes of //Deposit Date// affect //Internal Remark Date// only if they are equal. If not - //Internal Remarks Date// remains the same. 
 + 
 +The value based on //'+ Days'// field is calculated automatically according to the rules:
 1. When, for example, //+60// is entered into date field then the system //​automatically summarizes 60 days to todays date// (or //​confirmation date for offers//) and set the value (number of days may vary from 1 to 999). 1. When, for example, //+60// is entered into date field then the system //​automatically summarizes 60 days to todays date// (or //​confirmation date for offers//) and set the value (number of days may vary from 1 to 999).
 2. When //-60// is entered into //'​date'//​ field then the system //​automatically deducts 60 days from departure date// taken from invoice/​offer header and sets the value  (number of days may vary from 1 to 999). 2. When //-60// is entered into //'​date'//​ field then the system //​automatically deducts 60 days from departure date// taken from invoice/​offer header and sets the value  (number of days may vary from 1 to 999).
  
-Sorting is made by date (ascending).+Sorting is made by deposit ​date (ascending).
 Information per deposits & liability within Order is available at: //Order -> Invoice Lines// Information per deposits & liability within Order is available at: //Order -> Invoice Lines//
  
 +  * For a new deposit //'​Amount'//​ the total sales amount of the invoice is suggested by default.
   * The value for //'​Deposit/​liability'//​ column is autocompleted for a new line based on the previously selected value as most companies use the same one in their workflow (deposit or liability).   * The value for //'​Deposit/​liability'//​ column is autocompleted for a new line based on the previously selected value as most companies use the same one in their workflow (deposit or liability).
   * Deposits connected with confirmed remarks are not shown on invoice report.   * Deposits connected with confirmed remarks are not shown on invoice report.
   * '​Please note that the Deposit value is less than 100%' warning appears on adding a deposit with listed condition.   * '​Please note that the Deposit value is less than 100%' warning appears on adding a deposit with listed condition.
 +
 +===== Deposits/​Liability in Invoice =====
 +(Deposits/​Liability info is supported by //'​Invoice With Deposits'//​ [[userdocs:​travelwise:​getting_started:​settings:​company_settings:​report_settings|template]])
 +{{:​userdocs:​travelwise:​documents_management:​invoice:​inv_deposit_flight_only.png?​nolink|}}
 +
 +**Note**
 +//Public remarks// are displayed on page 1 for [[userdocs:​travelwise:​documents_management:​invoice:​credit_note|Credit Notes]], on page 2 for Invoices.
  
 ===== Reporting ===== ===== Reporting =====