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 set up for each invoice fee which records a value for each site daily. These can be changed at the Site level.
IMPORTANT
The KPIs cannot be modified once set
Accessing Admin
Navigate to Kitchen Manager > Admin.
Invoicing Configuration
Select Invoicing [1] from the navigation tree and click Recurring Charges [2].
Enter an Invoice Charge Name [3] (e.g. Administration Fee) and a Default Value [4] (e.g. 20.00).
KPI ID [5] is automatically assigned.
Press Save [6] to finish the process.
Site InvoicingÂ
Navigate to Kitchen Manager > Sites.
Select the Relevant Site [1] to open the Site Configuration details.
Open the Invoicing Tab [2].
Using the text cells enter the following information:
The name of the recurring Line Item, is un-editable.
IMPORTANT
When the Default Value is selected the editable Value option is greyed out.
Following the standard Invoice generating process, this invoice will include the recurring Administration Fee that has been applied in the previous step.