Call Card; Invoicing Tab in the TS4 Mobile App

Call Card; Invoicing Tab in the TS4 Mobile App

WHAT IS THE INVOINCING TAB IN THE CALL CARD?

 
You are in this tab when the payment card icon is highlighted in the call card.

   

Invoicing tab in the TS4 call card 

 

INVOICE DETAILS  

Total of the invoice (all taxes included) -> This amount will be in green, if it is below the coverage of the insurer for this type of call It will be in red, if it is above it. In this case, you will also have the option to invoice the excess to the customer in a separate invoice.

List of charges -> Listed, one by one, under the total amount. When it is a call made for an account/insurer, take note that the list of suggested costs has been configured beforehand by your system administrator according to the type of intervention that’s being performed.

Details of the charges -> Appear in gray below the charge name in the form "Quantity x Price | Taxes".    


PAYMENT  

Payment methods -> Displayed when you press "Pay".    


Payment methods in the TS4 invoincing tab

 


POSSIBLE ACTIONS IN THE INVOICING TAB OF THE CALL CARD

 

Separate the invoices -> If the total amount exceeds the coverage of the client account/insurer, press "Bill the surplus to the vehicle owner" in order to create a second invoice which can be paid by the vehicle owner.    


Splitting the bill, when coverage is exceeded



Confirmation message when splitting the bill



  • When you confirm, the invoice will be separated and you will be able to charge the remaining amount to the customer/vehicle owner.
  • Fill in the additional details if necessary and press "CONFIRM" to indicate that the payment has been made.
 

Add an item -> Press the icon containing a "+" at the right of the total amount. The window below will appear.    


Adding an item to the invoice, in the TS4 invoicing tab


 
  • Enter 3 characters of the item code or name of the item to get suggestions from the system.
  • Select the item in question and you can also adjust the other fields as needed before confirming.
 

Modify an item → Press the name of the item (in orange) and a similar window to when you add an item will appear, with some differences depending on the type of item and the clientaccount/insurer.  


You will then see how this item is calculated and will be able to modify them if necessary.

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