Admin - Add recurring line item templates and KPIs into site invoices

Invoices which include recurring charges (e.g. Management Fees, spillages and breakages) can now have a global default template for reoccurring items and the fees as required. KPIs can also be setup for each invoice fee which records a value for each site daily. These can be changed at Site level.

NOTE: The KPI IDs cannot be modified once saved.

Go to Kitchen Manager > Admin > Invoicing [1] > Recurring Charges [2]

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Enter an Invoice charge Name [3] (e.g. Administration Fee), a Default Value [4] (e.g. 20.00), press EnterĀ to complete the action, the KPI ID [5] is automatically assigned, then press the Save [6] button.

Go to Kitchen Manager > Sites > select a Site > in Edit Site window click the Invoicing tab [1]

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2. Description: The name of the Recurring Line Item, this is un-editable.
3. Value: The user can set a site-specific value if Use Default is un-ticked.
4. Use Default: The user can specify whether to use the default value (ticked checkbox) or to set a site-specific value (unticked checkbox).
NOTE: When the Default Value is selected the editable Value option is greyed out.
5. KPI ID: This is automatically updated and is un-editableĀ 

Follow the standard Invoice generating process, this invoice will include the recurring Administration Fee that has been applied in the previous step.