Recalculation Invoices

This functionality allows you toreadjust automatically or manuallythe amounts of an invoice based on changes made to the source data (travel, expenses, exchange rates, etc.). It guarantees theconsistency and accuracyamounts invoiced.

Objective

• Update thetotal amount excluding tax, VAT, tax includedin case of data change.

• Avoid any manual invoicing errors or errors due to oversights.

• Ensure alignment between travel information and the generated invoice.

How to access it?

1. Access the interfaceList of invoices.

2. Identify the invoice concerned.

3. Click on the icon ofthree vertical pointsto the right of the invoice line.

4. From the drop-down menu, select the option“Recalculation”.

5. The system automatically performs arecalculation of amountsaccording to the elements linked to this invoice:

   • Amount of related trips

   • Fees added or removed

   • Updated exchange rate (if billing in foreign currency)

Typical use cases

• Adding or removing ajourneyafter creation of the invoice.

• Change in thecurrency or exchange rate.

• Changingadditional fees(fuel, highways, customs fees, etc.).

• Adjustment ofVAT rategold hasdiscount.

Expected result

• The invoice isupdate instantlywith the new recalculated amounts.

• The totals excluding VAT, VAT and VAT are corrected automatically.

• This avoids unnecessary deletion/recreation of the invoice.

Good to know

• The recalculationdoes not modify the structure of the invoice, only theamount values.

• It is recommended to use this functionafter any modificationlinked to a trip or billing line before printing or sending to the customer.