How to manually generate Invoice for Corporate customers in PGM?

Introduction

This article will guide you through adding a Company invoice within the Perfect Gym system.

• This article shows the configuration of how to issue an Invoice for Corporate customers in the PGM.
• This article will be useful to PG Champion, Administrator, Club Manager, Sales Manager and Club Owner.  

Before you start

To access the company invoice and use the features involved with the corporate module, you will need to have access to the following system permissions.

• Users
  • Payment methods
    • Corporate customer
  • Edit
    • Edit corporation clients' basic data
    • Edit user company
• System Administration
  • Corporate customers
    • Corporate offer
      • View
      • Edit
      • Add
      • Delete
    • View
    • Edit
    • Add
    • Delete
    • Add corporate client
  • Invoices
    • View
    • Edit
    • Edit Dates
    • Edit Invoice Elements
    • Edit Buyer Details
    • Group Elements
    • Ungroup Elements
    • Edit (No time limit)
    • Remove Element
    • Add Element
    • Adding invoice item from persisted transaction
    • Add
    • Delete
    • Advanced deleting invoices
    • Adding settlements
    • Edit invoice series
    • SystemManInvoicesCompanyInvoiceMarkAsPaid

Instruction 

How to manually generate Invoices for Corporate customers in PGM?

1. Go to PGM -> Finances -> Company invoices

2. Press Add.

 3. Scroll down and press Add Position from transaction.

4. Find the corporate customers, select the date range and press Search.

5. Ticking the checkbox in the item line level will invoice only that line level. Ticking the checkbox above will invoice all lines that need to be invoiced.

6. Press Insert to insert all the invoice lines into this invoice.

 7. Invoice lines will appear here.

8. Deadline - add the date until when they need to pay, scroll to the top of the invoice page to do this. 

 9. Insert a comment if needed.

10. Press Save.

How to print the invoice or send by email?

After the payment is received, remember to mark it as paid. The manual transactions will be added to corporate customers.