Invoice Settings

Overview

The Invoice Settings Section fn Fleet master provides users with the ability to customize various invoice-related labels and attributes. These settings are essential for ensuring that the invoices generated in the system meet organizational and client-specific needs.

This section consists of three main tabs:

• TD Invoice: Customizable settings for the main TD invoice layout.
• Receipt: Customizable settings for receipts and transaction receipts.
• Salary: Settings for pay slips.

TD Invoice

The TD Invoice tab allows you to customize the following labels and details that will appear on the main invoice:

• Company Name: The company or organization's name that will appear on the invoice.
• PO Box: The postal box number for mailing purposes.
• RCN Label: The label used for the Registration/Client Number.
• Phone/Address/Details: Contact information that will be displayed on the invoice.
• Fleet Details: Specific details related to the fleet, including their ID and name.
• Discount/Total Labels: Customizable labels for displaying discounts and total amounts.
• Logo: The company's logo to be included on the invoice.
• Other: Other fields that can be customized.

Receipt

The Receipt tab provides customizable fields related to receipts for transactions. These will be displayed on the receipt and will allow you to track and manage payment-related details:

• Company Name: The company or organization’s name that will appear on the receipt.
• Receipt ID: The unique ID for each receipt generated.
• PO Box: Postal details for receipt purposes.
• Asset/Payment Type: Information on the asset or payment type (e.g., payment, refund).
• Amount Label: Customizable label for the amount paid.
• Transaction Type: The type of transaction (e.g., Payment, Refund, etc.).
• Fleet Signature: A field for the fleet’s signature, confirming the transaction.
• Other: Other fields that can be customized.

This will ensure that every receipt includes key information like the company name, receipt ID, payment amount, and transaction type. The receipt will be clear, consistent, and fully aligned with your organization’s invoicing standards.

Salary

The Salary tab provides a detailed set of fields specifically for salary-related invoices, including pay slips and breakdowns:

• Salary Month: The month for which salary is being processed.
• Fleet Information: Fleet name, phone number, and related details.
• Vehicle Information: Vehicle or asset-related salary details.
• Gross Salary: The total salary before deductions.
• Mandatory Deductions: Customize labels for salary deductions.
• Net Salary: The final salary after deductions.
• Other: Other fields that can be customized.

Best Practices

• Clear and Transparent: Ensure clear and standardized labels for all fields for better understanding and transparency.
• Test Invoice Generation: Always test the invoice generation process to ensure all fields and labels appear correctly before finalizing.