Difference between revisions of "Creating Nomination Invoices"

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(Before a nomination invoice is extracted it must adhere to the rules below)
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===Before a nomination invoice is extracted it must adhere to the rules below===
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===Before a nomination contract is extracted it must adhere to the rules below===
  
 
[[File:NominationRules.png]]
 
[[File:NominationRules.png]]
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#Purchasers must be set before an invoice can be created
 
#Purchasers must be set before an invoice can be created
 
#A VAT code must be set before the invoice can be created
 
#A VAT code must be set before the invoice can be created
 
  
 
== Extracting Nomination Invoices ==
 
== Extracting Nomination Invoices ==

Revision as of 12:40, 25 November 2020

Before a nomination contract is extracted it must adhere to the rules below

NominationRules.png

  1. If a mare is selected the stallion must match on that mares breeding record.
  2. Nomination type must be set and the type must be set to invoice. Have a look in settings if these need to be changed https://my.equisoftlive.com/?page=settings_lists_app_nom_types
  3. Some terms require the mare to be in-foal before the invoice can be created. These settings can be changed here:https://my.equisoftlive.com/?page=settings_lists_app_nom_terms
  4. Purchasers must be set before an invoice can be created
  5. A VAT code must be set before the invoice can be created

Extracting Nomination Invoices

Click "Extract Nominatons" to begin the extraction process. Extract1.png


A list of contracts available for extraction will be displayed. Select the rows you wish to invoice. Extract2.png

If some rows did not extract the "Nominations excluded" link can be clicked and the reasons why will be displayed. Extract3.png

Once the list is correct you can click "Preview Nomination Invoices" to view a preview of the invoices and then "Print Nomination Invoices" to finalize them.