📍 Where to find this module?
Main Menu > Sales > Invoicing
Article consumption corresponds to the consumption of products or services, such as bank fees or telephone units for example. This consumption corresponds to actual usage as opposed to monthly payments or a flat rate.
How does it appear in KAFINEA? #
Recording consumption is done from Sales > Article Consumption. Data can be entered manually or imported by a routine from a system external to KAFINEA.
Consumption can be created for an Article or a Service. It is also possible to enter a rate for the consumption. This rate will be applied as a priority during invoicing.
It is also possible to define whether consumption has already been invoiced by checking the ***Invoiced*** option in the Invoicing section. The consumption will then naturally be excluded from any invoicing process. In the same section, it is also possible to specify the invoice in which the consumption is invoiced.
Invoicing Consumption #
There are several methods for invoicing consumption.
- **Direct Invoicing**
The concept is simple: it is an invoice for the customer concerned, to which uninvoiced consumption is added.
- Create an invoice from the following path:* Sales > Customer Invoices,* – Use the More contextual button on the invoice to access the Add article consumption to invoice function.- In the window that opens, select the consumption to include (that of the invoice month or that of the month preceding the invoice)- Confirm
All uninvoiced consumption for the selected period is added as line items in the invoice. If multiple consumption entries concern the same article, they are aggregated into a single line item and the quantities are combined.
- Invoicing from the Customer Account
From a customer’s account Sales > Customer Accounts, use the More contextual button to access the Consumption Invoicing function. This feature creates a billable sales order for the customer concerned.
All uninvoiced consumption for the selected period is added as line items in the customer sales order. If multiple consumption entries concern the same article, they are aggregated into a single line item and the quantities are combined.
To generate the corresponding invoice, simply finalize the order to lock it and use the Create Invoice contextual button (using the More button). An invoice in creation mode will open in a new tab. All line items from the sales order corresponding to consumption are present in the form.
- Invoicing from a Recurring Order
When creating an order from the path* Sales > Customer Orders,* it is possible to define the invoicing recurrence to make it automatic.
An additional option in the Recurring Invoicing section is offered: Add Consumption. Combining the two concepts will enable recurring invoicing of article consumption.
This option allows the automatic invoice generation to include not only the subscription defined in the sales order, but also all uninvoiced article consumption for this customer corresponding to the selected invoicing period.
Rates Applied for Invoicing #
During invoicing, regardless of the method, the pricing application follows the priority order below, based on the presence of the information:
- Rate defined in the article consumption- Rate defined in the price list applied to the customer (even if the indicated rate is 0)- Catalog rate defined in the article record
Good to know: If multiple consumption entries exist for the same article with different rates, during invoicing, the highest rate will be applied to all consumption for that article.