Adding Payment Terms on the Tax Invoice

Adding Payment Terms on the Tax Invoice

Introduction

Starting with version 5.2.0 of Stockyard, we've restructured the way we manage Bank Details for the Company. Previously located under Accounting, this information has now been moved to the Company Proxy in the Main Menu. This adjustment allows all clients, regardless of their use of the Accounting feature, to access and edit these settings seamlessly.

Finding the Remittance Advice details

  1. Click on System --> Company Proxy in the Main Menu screen
  2. Then you will find on the Remittance Advice on the bottom-right of the new window
The Remittance Advice options include:
  1. Payment Acc Name
    1. Account name of your bank account
  2. EFT Payment
    1. Payment BSB
      1. BSB details of the Bank Account
    2. Payment Account No
      1. Account number details of the Bank Account
  3. BPay Biller Code
    1. Adding text to this field will Enable the Payment by BPay. To Disable, remove the text.
    2. Use the Biller Code provided by BPay. The Reference code is auto-generated by Stockyard.
  4. Allow payment by Cheque
    1. Disable/Enable the Cheque (Pay By Mail)
  5. Remittance Credit Card Comment
    1. Adding text to this field will Enable the Payment by Credit Card. To Disable, remove the text.
    2. This will be the comment you want to provide terms and conditions of Credit Card Fees etc.
  6. Reference Type (Reference on the EFT Payment)
    1. Name: Name of the Buyer
    2. Code: Buyer Code
    3. Invoice Number: The Reference number on a Tax Invoice

Adding the Remittance Advice to the bottom of the Tax Invoice

To add the Remittance section at the bottom of the invoice, you need to change it in the Sale Type
  1. Open Sale Type (in Livestock --> Maintenance --> Sale Type)
  2. Find the Sale Type you want to add the Remittance onto
  3. Then click on Report Parameters, find the Invoice report row, and under Unique Process, click on the dropdown to change to "... with Remittance" (Single/Double is fine)
    1. Then click on Cancel 'X' to Save the Report Parameter

Ways to Present the Remittance Details on a Tax Invoice

Save the change in Company Proxy and it will automatically reflect everywhere else without needing to close down Postman / Livestock

Include Only - EFT Payment


Include EFT Payment and Credit Card
 


Include EFT Payment and Cheque (Pay By Mail)

 


Include EFT Payment and BPay


Include EFT Payment, Credit Card and Cheque (Pay By Mail)


Include EFT Payment, Credit Card and BPay




Include EFT Payment, Cheque (Pay By Mail) and BPay



Include ALL - EFT Payment, Credit Card, Cheque (Pay By Mail) and BPay




    • Related Articles

    • Removing Remittance Advice Details on Invoices

      Remittance Advice Details on the invoice can be customised to suit various needs. The standard set up of Stockyard provides your postal address and bank details at the bottom of any invoices generated in the Livestock or Accounting module. This space ...
    • Sale Document Comments

      Adding Comments to Sale Documents If you have the generic bank details and mail information showing on your invoice, this comment will be above the details. In the Livestock Module of Stockyard: Step 1: Open the Sale Type Click on Maintenance > Sale ...
    • Adding Custom Responses to the "Additional Information" NVD Question

      In the release 5.0.10.32, Outcross Systems has introduced a hassle-free method for incorporating "Additional Information" from the National Vendor Declaration (NVD) with a simple tick box in Stockyard. This enables you to quickly and easily add NVD ...
    • Adding Reports for Ways

      Go into the Purchaser record in the Address Book Click on the email address under Reports to open the Scheduled Reports window. Right click on the specific report you want to send for that way and Add a Way eg Purchaser Way It will duplicate the ...
    • Overview of Livestock Reports

      Stages in Livestock Reporting Overview of Livestock Reports Preparing Emails for Distribution Generating Livestock Reports (View/Send/Print) Introduction This guide equips you with the knowledge to navigate Stockyard's livestock reporting system ...