Differences

This shows you the differences between two versions of the page.

--- factura [2022/09/02 19:26] – florentinagurgu
+++ factura [2022/09/20 14:47] (current) – florentinagurgu
@@ Line 1: / Line 1: @@
-====== Factura ======
+====== Invoice ======
-Pentru fiecare cursa finalizata exista posibilitatea emiterii unei facturi pentru livrarea de bunuri/prestarea de servicii care au facut obiectul transportului.
+For each completed order, there is the possibility of issuing an invoice for the delivery of goods/services that were the object of the transport.
-Pagina **Facturi** contine lista facturilor emise si permite dispecerului sa caute, sa vizualizeze și sa descarce facturi de la toti partenerii din cadrul companiei sale.
+The **Invoices** page contains the list of issued invoices and allows the dispatcher to search, view and download invoices from all partners within his company.
-Dispecerul poate:
+The dispatcher can:
+   * Search and filter invoices by status;
+   * View the details regarding the invoice number, the client's name and the value;
+   * See the total outstanding amount and number of days of delay;
+  * Download invoice {{:descarca_factura.png|}}
+  * Change status to Paid {{:factura_platita.png|}}
+  * Reverse invoice {{:inverseaza.png|}}
+__**The conditions under which an invoice can be issued are::**__
+   - The ride/order must be **Completed** by the driver and set to **Delivered** status by the dispatcher.
+   - Partner's details should be added to Kopilot: CUI, number, address, zip code. Trade Register.CUI, name, address, No. Trade Register.
+   - Partner's bank account must also be added in Kopilot. If it has more than one, it must be set which one is the main one.
+:!: If they were not added from the beginning when it was created, this information can be added or modified later in the **Edit Partner** section of [[nomenclatoare:parteneri:lista_parteneri|]] \\
+:!: Completing an order is done by the dispatcher in the Rides Menu - submenu[[curse:lista_comenzi|]] \\
+:!: A race is considered Finished when the driver has covered / checked in his mobile application all the points on the route indicated in the command received from the dispatcher.
-  * Cauta si filtra facturile dupa status;
-  * Vizualiza detaliile privind nr factura, numele clientului si valoarea;
-  * Vedea suma totala restantă și nr de zile de intarziere;
-  * Descarca facturile {{:descarca_factura.png|}}
-  * Schimba statusul in Factura Platita {{:factura_platita.png|}}
-  * Storna factura {{:inverseaza.png|}}