Understand the types of billing/payment options

There are three main types of billing and payment options: 

1. Periodic invoice option: This invoice covers all orders placed over a specific period (usually weekly). 

2. Single order invoice option: This invoice covers a specific order. The invoice is generated on the date of service (after delivery). 

3. Credit card at checkout: Payment is held (pre-authorisation) on your credit card at the moment you place an order. The amount is then charged on the date of service (after delivery). 

Note: You can pay for periodic or single order invoices using a credit card or bank transfer 

 

Invoice formatting 

Periodic invoice: Each order is listed on it's own line-item (shown below): 

Note: you can add a reference at the checkout for each order (ie. cost code, department name etc.) which would also show up in the relevant line. 

Single order invoice: Each line-item represents an item from the order (shown below): 

GST: Sometimes orders are made up of items that contain GST and some that are GST-free. In these instances, the order will be split across two line-items: 
Where to input references 

You can provide a payment reference by either: 
1. assigning it to the invoice payment option directly 
2. include it at the check-out 
3. Include it via the configuration tab of a meal/pantry program 

Where to view references on invoices 
If you provide a reference, then this will be displayed on either: 
1. At the top of an invoice (shown below) 
2. Within an order line-item (shown below)