Skip to content

Bika Lab Systems

Sections
Personal tools
You are here: Home Help Centre Manuals Bika Wine 1.2 Invoices
Document Actions

Invoices

Note: This is the print view with all the Reference Manual pages on one page. The paginated version is available here, if you prefer that.

This is the user manual for Bika Wine 1.2. Updated after ISO17025 accreditation enhancements

8. Invoices

Creating client invoices of analyses published for selected invoice periods

8.1. Creating Invoice Batches

Month end or any given Invoice period. Invoice batches are a means of grouping chargeable services in a specified date range, in a format which may be printed or emailed

In Standard Bika configuration, Invoices may be created and deleted by lab managers. They may be viewed and printed by all lab personnel

Client contacts do not have access to the invoice
functionality in the standard Bika. This and all of the
above authorisation structure can be configured to requirement

Invoices are accessed from the left navigation bar. All current invoice batches are shown, and may be drilled down to view individual invoices per client company

invoice batch list

Invoice batches

Click on the [add new invoice batch] button to create a new invoice batch, or on a statment batch title to view an existing invoice batch

invoice create

Create invoice batch

The invoice batch is created, comprising one invoice per client company, for the specified date range

Click on the invoice number to view the invoice

invoice

Invoice

 

The invoice includes all the analytical services which were performed within the specified date range

Click on the |print invoice| tab to view the invoice in a printer-friendly format

8.2. Query and Email Invoices

Queries may be run against the Bika Wine database to find invoices defined by specified search criteria. All access to data is restricted to the authorisation profiles of the users' roles

The |queries| tab presents the various query options

Bika's Google like LiveSearch often provides a quicker way of finding data
please see Find data quickly · LiveSearch

query invoices

Query options

Click on the Invoices link to search for invoices. The search is specified through one or more search criteria fields as shown

invoice query criteria

Query invoice search specification

The list of invoices which satisfy the query is displayed, with the option to email these results to a specified address, or to a client contact registered to the system

query invoice result

Query invoice results

Enter an email address or click on the [browse] button to select a client contact

browse contact email addresses

Browse contact email addresses

Click on the select link associated with the client contact to return to the query result page with the appropriate email address, or click on the view link to view the contact details


 

www.bikalabs.com - Home of Bika Lab Systems, implementers of web based open source LIMS, Plone hosting and content management systems   Powered by Plone, the open source content management system. Customised and maintained by Bika Lab Systems