Umphatsi wetimali uvula luhlu lwetikweleti lokufanele tikhokhwe ngeLisontfo ekuseni bese utfola likhasimende lelikhulu selendlule lilanga lekukhokha. Lomunye uyashayela, bese imphendvulo iba ngulenye yaletintsatfu: i-invoyisi ayizange ifike kumuntfu lofanele ngakubo, buningi lobuku-invoyisi buhlukile kuloko labakwemukela, nobe sephulelo lesetsenjiswa ngumtsengisi asikho. Umphatsi wetimali bese uzama kuphendvula asendzaweni yinye: sanikela ngani ku-quotation, saletsa ini futsi ngubani lowasayina kwemukela, safaka ini ku-invoyisi? Yonkhe imphendvulo ikhona, kodvwa i-quotation ise-inbox yemtsengisi, sephulelo savunyelwana ngaso ngelucingo lolungazange lushiye mkhondvo, i-delivery note isitfombe elucingweni lwemshayeli, futsi i-invoyisi isesistimini ye-akhawunti. Ngako-ke kucala umjikelezo wekushayelana ngekhatsi enkampanini ngaphambi kwekutsi kube nalowo longaphendvula.

Kwenta Kutsengisa Kube Ngedijithali: kulandzela imali lengenako

Siluvula luchungechunge Lwekwenta Kutsengisa Kube Ngedijithali ngalesimo. Ku-Kwenta Kutsenga Kube Ngedijithali salandzela imali lephuma enkampanini; lapha silandzela indlela lephambene naleyo, imali lengenako. Lesimo siyaphindvaphindva kuyo yonkhe inkampani letsengisela lamanye emabhizinisi ngesikweleti: likhontrakta lelitfumela sicelo sekukhokhelwa kwemsebenti lowentiwe kumnikati wemphrojekthi, kudonswe kuso imali lekhokhwe kucala kanye nemali lebanjiwe; imboni nobe umsabalalisi loletsela emakhasimende ebhizinisi timphahla ngema-delivery note; umphatsi wetakhiwo, lihhotela nobe inkampani yekulungisa letfumela ema-invoyisi kuma-akhawunti etinkampani nakuma-inkontileka etinsita tanyanga tonkhe. Luchungechunge lucala ku-quotation. Loko lokuta ngaphambi kwayo, kutfola emakhasimende nekulandzelela matfuba, sakuchaza emhlahlandleleni wetfu we-CRM wemabhizinisi ase-Saudi.

Titeshi letisikhombisa, ngasinye sinekwehluleka kwaso lokujwayelekile

Yonkhe intsengiso yesikweleti, noma ngabe incane kanganani, idlula etiteshini letisikhombisa. Esiteshini ngasinye kukhona kwehluleka lokuphindvaphindvako kuze kube ngumkhuba:

  • I-quotation: sephulelo lesetsenjiswe elucingweni lesingakaze sibhalwe. Umtsengisi uvala sivumelwano ngelucingo futsi unikela ngesephulelo lesengetiwe nobe kulethwa mahhala kuze likhasimende lincume. I-quotation lebhaliwe ayikushi loko, nobe ikusho ngenguculo lebuyeketiwe letfunyelwe nge-WhatsApp lengakaze igcinwe kanye ne-oda. I-invoyisi iphuma ngentsengo yekucala ye-quotation, bese licembu le-akhawunti lelikhasimende liyayala ngobe ayihambisani naloko lokwetsenjiswa.
  • I-oda yekutsengisa nobe inkontileka: sibopho lokute lutfo lolukhomba kuso. Likhasimende litfumela i-oda yekutsenga lenenombolo yalo, nobe lisayina inkontileka yekulungisa yanyanga tonkhe lenebubanti lobucacile, kodvwa inombolo ye-PO ayigcinwa kanye ne-oda ngakuwe, futsi bubanti benkontileka buhleti efayilini lekungakaze libonwe ngumuntfu lokhipha ema-invoyisi. I-invoyisi iphuma ingenayo inombolo ye-PO yelikhasimende, nobe inemugca longaphandle kwebubanti lobuvunyelwene ngabo.
  • Umkhawulo wesikweleti: kutfumela timphahla kulikhasimende leselidlule umkhawulo walo kungekho lowatiko. Kutsengisa kubona i-oda lensha, siphala sibona timphahla letikhona, futsi ngulitiko letimali kuphela lelatiko kutsi lelikhasimende sele linema-invoyisi ledlulelwe sikhatsi. Kute lobutako ngaphambi kwekutsi lilori lihambe, nobe kute nhlobo umkhawulo lobhaliwe, ngako-ke sikweleti lesivulekile sikhula buthule.
  • Kulethwa nobe kuphotfulwa: kunikela ngaphandle kwesignesha. Lilori lifika esayithini bese lomunye usayina liphepha lemshayeli ngeligama lelingafundzeki, nobe uchwepheshe wekulungisa uvala umsebenti ahambe ngaphandle kwekutsi likhasimende livume umsebenti, nobe sigaba semphrojekthi siyaphotfulwa kodvwa kuphotfulwa kwaso akukaze kubhalwe ngendlela levunywa ngumeluleki. Emasontfo kamuva likhasimende liphikisa buningi nobe kutsi umsebenti bewuphelele yini, futsi wena kute lonako lokufakazela loko lokwenteka.
  • I-invoyisi: ikhishwe sekwephuzile nobe itfunyelwe kumuntfu longafanele. I-invoyisi ilindza kuphela kwenyanga kuze iphume kanye naletinye, nobe ilindza i-delivery note lengakabuyi esayithini, bese iya kumuntfu lojwayele kuchumana nemtsengisi esikhundleni selicembu le-akhawunti lelikhasimende. Imitsetfo Yekusebentisa i-VAT ibeka lilanga lekugcina lekukhipha i-invoyisi yentsela libhizinisi njengelilanga le-15 lenyanga lelandzela inyanga yekunikela, futsi ivumela i-invoyisi yentsela lefinyetiwe lehlanganisa konkhe lokunikelwe likhasimende linye esikhatsini lesingafika enyangeni yelikhalenda yinye, ngalona lilanga lekugcina. Kodvwa lilanga lekugcina lemitsetfo ngumkhawulo wekulandzela umtsetfo, hhayi umgomo wekusebenta: nangabe imibandzela yekukhokha ibalwa kusukela elangeni le-invoyisi, onkhe malanga i-invoyisi ilindza ngawo angamalanga lengetwa ekulindzeni kwakho.
  • Kuculwa kwemali: imphikiswano lokute loyiphetse. Likhasimende liyakhala ngelucingo nemtsengisi: intfo yafika yonakele, intsengo ihlukile, kuvakasha akuzange kwenteke. Umtsengisi wetsembisa kutsi utawukubheka, futsi litiko letimali alivi lutfo. Ngako-ke ngakuwe i-invoyisi ikhombisa kutsi idlulelwe sikhatsi, ngakulikhasimende imisiwe kuze litfole imphendvulo, futsi licembu lakho lekucula liyashayela licela imali lelikhasimende lelati kutsi isaphikiswa.
  • Kuhlanganiswa kwemali leyemukelwe: kudlulisa imali ebhange lokungasho kutsi kukhokhela yiphi i-invoyisi. Likhasimende litfumela imali yinye yema-invoyisi lamanyenti ngemuva kwekudonsa linani lentfo lephikiswako, futsi i-reference itsi nje yinkhokhelo. Nobe sicelo sekukhokhelwa kwemsebenti sikhokhwa sekudonswe imali lekhokhwe kucala lebuyiswako kanye nemali lebanjiwe, ngako-ke asihambisani nanobe nguyiphi i-invoyisi yinye. Imali ifakwa ku-invoyisi lendzala kakhulu, i-statement yakho naleyelikhasimende ayisavumelani, futsi umtsengisi uchubeka acosha i-invoyisi lesevele ikhokhelwe.

Naka kutsi kute nakunye kuletisikhombisa lokuyindzaba yekwetsembeka. Likhasimende alibalekeli, umtsengisi akanabudlabha, futsi umbhali wemabhuku akephuti ngenhloso. Ngamunye wabo usebentisa lithuluzi leliseduze kakhulu kute aphotfule umsebenti walamuhla, futsi lucingo, i-WhatsApp nema-spreadsheet ngematfuluzi lamahle kakhulu kuloko. Inkinga iyavela nangabe asetjentiswa ngale kwemkhawulo wawo.

Inkinga kwakhiwa kwemsebenti, hhayi likhasimende

Buka letiteshi letisikhombisa usetulu futsi utawutfola imbangela yinye: litiko ngalinye ligcina lirekhodi lalo. Kutsengisa kunema-quotation ako ne-inbox yako, siphala nobe isayithi kunema-delivery note, futsi litiko letimali linesistimu ye-akhawunti ne-statement yasebhange. Kute nombolo yinye lehlanganisa i-quotation ne-oda yekutsengisa, kulethwa, i-invoyisi nemali leyemukelwe, ngako-ke kute lobona lonkhe luchungechunge. Ngiko-ke, nangabe inkhokhelo yephuta, umbuzo munye kuphela licembu lakho lelingawubuta ngulona: nitawukhokha nini? Umbuzo lonemsebenti kakhulu ngulona: yini lesilele kini kuze nikhone kukhokha? Kanyenti imphendvulo lidokhumenti lelingekho nobe imphikiswano lesavulekile, hhayi likhasimende lelibi.

Lokumangalisako kutsi likhasimende lakho likusebentisela tona timphatfo lesitincoma ngakulohlangotsi lwekutsenga: licembu le-akhawunti lelihlelwe kahle licatsanisa i-invoyisi yakho ne-oda yalo yekutsenga kanye nelirekhodi lalo lekwemukela timphahla ngaphambi kwekukhokha. Nangabe i-invoyisi yakho ingenayo inombolo yabo ye-PO futsi kute kulethwa lokusayiniwe ngemuva kwayo, iyema etafuleni labo, hhayi ngenhloso lembi kodvwa ngobe inchubo yabo isebenta njengobe kufanele. Kwekwakha, yengeta sicelo sekukhokhelwa kwemsebenti lesilindze emadokhumenti aso lasekelako, lesasichaza ku-lapho tinkampani tekwakha netekulungisa tilahlekelwa khona yinzuzo yato: lonkhe lisontfo sicelo sephuta ngalo lisontfo lotsela ngalo imphrojekthi yelikhasimende ngemali yakho. Sisombululo akusiko kucela licembu kutsi licosha ngemandla kakhulu. Kwenta lidokhumenti ngalinye libe ngumbandzela wesinyatselo lesilandzelako: kute kutfunyelwa kwetimphahla ngaphambi kwekutsi umkhawulo welikhasimende uhlolwe, kute i-invoyisi ngaphandle kwekulethwa lokusayiniwe, futsi kute i-invoyisi lebekwa njengledlulelwe sikhatsi ngaphambi kwekutsi wati kutsi ikhona yini imphikiswano lesavulekile ngayo.

Loko lokukulahlekisela kona ungakaboni

Tindleko temjikelezo lowephukile atikaze tivele njengemugca wato ku-income statement, ngobe intsengiso seyibhaliwe futsi inzuzo ibukeka ilungile ephepheni. Tikhokhwa etindzaweni letisihlanu:

  • Imali lebhajwe emsebentini lose uphotfuliwe. Ukhokhele imiholo, timphahla tekusebenta nekutfutsa, waletsa timphahla nobe waphotfula umsebenti, futsi imali isese kulikhasimende. Onkhe malanga i-invoyisi yephuta nobe imphikiswano ihlala ivulekile, utsela umsebenti walomunye umuntfu ngemali yakho.
  • Sikhala lositfwala ngetindleko. Imiholo netinkhokhelo kubaniketi akulindzi kuculwa kwemali yakho, ngako-ke uvala sikhala ngetinsita tasebhange letinetindleko, nobe ngekukhokhela baniketi bakho sekwephuzile, lokwenta buhlobo labo bube nengcindzetelo.
  • Umtsengisi loseguculeke waba ngumculi wetikweleti. Sikhatsi kutsengisa lokusichitha kufuna i-delivery note nobe kuchaza sephulelo lesidzala sikhatsi lesingasetjentiswa kutsengisa, futsi sikhatsi litiko letimali lelisichitha elucingweni sikhatsi lesingasetjentiswa kuhlatiya tinombolo takho.
  • Kulungiswa lokufika sekwephuze kakhulu. Nangabe imphikiswano iphela ngesephulelo nobe ngekubuyiswa kwetimphahla ngemuva kwekukhishwa kwe-invoyisi, imitsetfo idzinga i-credit note lekhomba ngalokucacile ku-invoyisi yekucala, lekhishwe kungakephuli ngelilanga le-15 lenyanga lelandzela leso sehlakalo. Nangabe umtsengisi avumelana ngesephulelo ngelucingo bese litiko letimali lingakaze live, lelo lilanga lekugcina liyendlula kungakhishwanga i-credit note.
  • Buhlobo nelikhasimende lobuba nengcindzetelo ngaphandle kwesizatfu. Kucela kaninginingi i-invoyisi empeleni lebambeke ngakuwe, nobe imali lelikhasimende selivele liyikhokhile, kulimata buhlobo kakhulu kunekwephuta ngekwako, futsi kungenteka ngalo lelo sontfo likhasimende lincuma ngekuvuselela inkontileka nobe nge-oda lelandzelako.

Umbono we-Origami

Kutsengisa ngesikweleti kudlula kuto tonkhe tigaba lesisebenta kuto, kusukela ekwakheni nasekulungiseni kuya etimbonini nakuma-warehouse kuya etakhiweni nasemahhotela. Sikhatsi ngasinye sicala ngembuzo munye: uyakhona yini kuhlanganisa nobe nguyiphi i-invoyisi lengakakhokhelwa, usendzaweni yinye, ne-quotation yayo, i-oda yayo, bufakazi bayo bekulethwa nesizatfu sekwephuta kwayo? Ngaphambi kwekutsi sidwebe ngisho sikrini sinye, sidweba umjikelezo ngendlela lowusebenta ngayo empeleni enkampanini: ngubani lobeka intsengo, ngubani lovuma sephulelo, likhasimende lisayina kuphi kulethwa, ngubani lokhipha i-invoyisi, futsi ngubani lolandzelela kuculwa kwemali.

Bese sakha indlela yemsebenti yekutsengisa ngekuzungeza lowo mjikelezo: luhlu lwemantengo lunye, i-quotation lesephulelo sayo sivunywa ngekhatsi kwemazinga emandla lamiswe ngumnikati, lirekhodi lelikhasimende leliphetse umkhawulo walo nemibandzela yalo, kulethwa nobe kuphotfulwa lokusayinwa elucingweni, i-invoyisi lelungiswa kusukela ekulethweni lokucinisekisiwe, lirekhodi lemphikiswano lapho imphikiswano ngayinye inemuntfu loyiphetse, kanye nelikhalenda lekucula imali kanye nekuhlanganiswa kwemali leyemukelwe. Konkhe loku kwakhelwe kuchumana nesistimu yakho ye-akhawunti ne-e-invoicing esikhundleni sekutsatsa indzawo yato. Loko ngiko lesikushoko nasitsi sakha tinhlelo letentelwe wena njengencenye yetinsita tetfu.

Umsebenti walelisontfo: landzelela ema-invoyisi akho lalishumi lengakakhokhelwa ladzala kakhulu

Ngaphambi kwanobe nguyiphi sistimu nobe lithuluzi, udzinga sitfombe sekutsi imali yakho ngalokucondzile ime kuphi. Umphatsi wetimali nobe wekutsengisa angakwenta loku ngelisontfo linye ngaphandle kwematfuluzi lamasha:

  • Khipha ema-invoyisi akho lalishumi lengakakhokhelwa ladzala kakhulu esistimini ye-akhawunti, asakateke emakhasimendeni lahlukene lamanyenti ngangekwekukhona kwakho.
  • Ku-invoyisi ngayinye, funa emadokhumenti lamatsatfu: i-quotation leyemukelwa ngulikhasimende, i-oda yabo yekutsenga nobe inkontileka, nebufakazi bekulethwa nobe bekuphotfulwa lobusayinwe ngibo.
  • Bhala lapho utfole khona lidokhumenti ngalinye: esistimini, ku-imeyili, ku-WhatsApp, ephepheni, nobe enkhumbulweni yemuntfu lokwadzingeka umbute.
  • Bhala sizatfu lesatiwako sekwephuta kwe-invoyisi ngayinye: ayizange ifike kumuntfu lofanele, ayinayo inombolo ye-PO, buningi nobe intsengo kuyaphikiswa, sephulelo asizange sifakwe, nobe likhasimende licinisekise kwemukela futsi nje alikakhokhi.
  • Bala kutsi mangakhi ema-invoyisi lekute muntfu enkampanini yakho longawachaza ngaphandle kwekushayela likhasimende kuze abute.

Leyo nombolo kulalishumi ngulelizinga lekucala lekutawulinganiswa ngalo konkhe kutfutfukiswa lokutako. Lokunemsebenti kakhulu kunaloko luhlu lwetizatfu, ngobe lukutjela kutsi ngusiphi siteshi lesephuka kanyenti enkampanini yakho. Ungatfola kutsi lenye incenye yekwephuta icala ngakuwe hhayi ngakulikhasimende, futsi lokuto tindzaba letimnandzi, ngobe leyo yincenye longayilungisa kusukela lamuhla.

Etincenyeni letitako

Umjikelezo sewudwetjiwe futsi kwehluleka kwawo sekubitiwe; lokusele kukulungisa loko siteshi ngasinye ngesikhatsi. Incenye lelandzelako icala ngelidokhumenti lekucala lelibonwa likhasimende: i-quotation nemandla ekuvuma sephulelo, kutsi luhlu lwemantengo luba njani ngumtfombo munye latiwa ngibo bonkhe, nekutsi ngubani lovuma siphi sephulelo. Bese sidlulela emikhawulweni yesikweleti neticiniseko ngaphambi kwekutsi utsengise ngesikweleti, bese ebufakazini bekulethwa lekufanele i-invoyisi icale kubo, bese ekukhipheni ema-invoyisi ngesikhatsi nekubhala imiphikiswano, bese ekuhlelweni kwetikweleti ngekwebudzala bato nesheduli yekucula imali, futsi sivala luchungechunge ngekuhlanganiswa kwemali leyemukelwe kanye nelicebo lemalanga langemashumi layimfica lelibeka konkhe loku ngendlela.

Imitfombo