1 / 10

Understanding the Payment Module: How Companies Generate Invoices

This guide explains the Payment Module process where companies generate invoices directly within the system. Approved inspection reports by PMA Technicians are attached, and PMA Admin reviews the information before processing payments. To create an invoice, log in with your admin credentials, access the “Invoices” tab, select approved inspection reports, and fill out the required invoice form. After submission, the invoice status updates, and the ASI Admin receives a notification. This efficient system simplifies the invoicing process for all parties involved.

akasma
Download Presentation

Understanding the Payment Module: How Companies Generate Invoices

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Payment Module

  2. How it works?

  3. The companies will generate invoices directly in the system and will attach all the inspections report that were approved by PMA Technicians, the PMA Admin will received the invoice, will review the information and proceed to make the payment.

  4. How a company create the invoice?

  5. Insert your admin username and password. In the third field enter the digit 1

  6. After the company login, will see a new tab called “Invoices”, Press it and will see all the inspections report approved made by his inspectors.

  7. To generate the invoice the company will select all inspections report approved and press Generate Invoice

  8. After the company press Generate Invoice, will pop up the Invoice form. The company will type: 1. Bill To: Company Name 2. Invoice number: Invoice of the company. 3. Other expenses: just if PMA had already approved. 4. Total sum: sum of all inspection reports approved, any comments and will attach the bill or invoice. 5. Comments: any comments tat have the company for PMA Admin. 6. Scan File: to upload the physical invoice of the company. Then will press Go to confirm and send the Invoice to PMA.

  9. After pressing Go, you will notice that status of the inspections change to “Open”, the Invoice Number column will see the number of the invoice and the system will send an email notifying the ASI Admin that have a new invoice in the system.

  10. Thanks for your patience

More Related