Expenses(Corporate)

From ISPWiki

The module can be used for managing the customer's expenses. The customer is charged for services provided at regular intervals. These charges are represented in the table below. The billing cycle for the charges depends on the provider's policies.

See also the article Debiting client account to learn more about principles of charging the clients for the purchased services.

Back to the customers list

View a list of expenses

Create new expense

Delete expense

Filter the expense list

Split expense

View a list of expenses

• ID - expense unique identifier.
• Date - the date when the funds were debited.
• Description - brief description of the service or product that was paid for.
• Number - number of the services to be paid for.
• Total - amount charged for this product or service.
• Payment documents - accounts that were used for paying for the services provided.
• Not paid - amount that was spent on credit.

Create new expense

To add new expense, click the "New" icon and fill out the form:

• Item - select a service to be paid for.
• Operation details - select the corresponding value used by the system.
• Date - enter the due date.
• Amount - enter the amount to be paid.

Delete expense

To delete the expense, select it from the list and click the "Delete" icon. Confirm that you want to delete the selected expense by clicking OK on the following form.

Note You can delete the expenses only in chronological order.

Filter the expense list

You can use the list filter to search the information about expense by specific parameters. To initiate searching, click the "Filter" icon and fill out the form. You do not need to fill out all the fields. The search can be carried out by the expense ID, period, description and amount.

Once the filter is set, the list will be filtered by expense. You can clear the filter that you have previously set by clicking "Remove filter" button.