PSG Knowledge Base

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====== Resource Invoicing Guide ======

The following page contains instructions about our invoicing procedure. Please read it carefully and when required proceed to our [[https://plunet.psgtranslations.com/ | PSG MyTrack portal]] to create, submit, view or delete your invoices.

<WRAP center round important 50%>
**Please create only ONE invoice a month**. Do not issue individual invoices for individual jobs.
</WRAP>

===== Displaying Approved jobs =====
{{ :public:resource_invoicing_guide_a.png?nolink|}}
To view all your jobs set to Approved by the Project Manager, go to the Dashboard (1, 2) and click **Approved - Please create invoice** (3).

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===== Creating an Invoice =====

In the **Job - Approved** section, verify that all the jobs you completed during the month are listed. 

{{ :public:resource_invoicing_guide_b.png?nolink|}}

Then, create your invoice by selecting the relevant jobs (4) and clicking **Create invoice for approved jobs** (5) underneath the list of jobs.

Note: If you have complete jobs in different currencies, please group the jobs with the same currency together and create an invoice for each group.

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===== Completing and Submitting an Invoice =====

After clicking on **Create invoice for approved jobs**, the invoice page opens.

{{ :public:resource_invoicing_guide_20180914-182041.png |}}

To ensure timely payments, please:
  * Enter your invoice number (6)
  * Set the invoice date to the last day of the month in which you completed your jobs (7)
  * Click **Submit for approval** (8)

<WRAP center round info 90%>
For example, if you are invoicing jobs completed in March, set your Invoice date to no later than March 31st and submit your invoice no later than the April 4th.</WRAP>

Once the invoice has been submitted, it can no longer be modified, its status changes to **Submitted for approval** and no further action is required on your side.

<WRAP center round info 90%>
Please disregard the fields **Value date** and **Payment due** as they could display the wrong dates due to a technical glitch in our system. Rest assured your invoice will still be processed and paid according to your payment terms.
</WRAP>

To create a RTF printout of the invoice for your own records, click on **Print invoicing statement**.
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===== Additional Information =====

==== Listing Invoices ====

To view all of your invoices, go to the Dashboard and click one of the following links from the section **Invoices**:
  * **Not submitted**: to view the invoices that you are preparing (not yet submitted to PSG).
  * **Submitted for approval**: to view the invoices that you have submitted to PSG.
  * **Outstanding**: to view the invoices processed by PSG and pending payment according to payment terms.

==== Deleting an Invoice ====

Invoices can only be deleted if they have not already been submitted. To delete an invoice, open it and click on the bin icon next to the PSG Internal invoice number. The status of all the jobs in the invoice will return to Approved. The jobs can then be reselected when creating a new invoice.

{{:public:resource_invoicing_guide_20180214-122920.png}}
==== Revenue Stamp ID (ID marca da bollo) - For standard invoices only (no e-invoices) ====

If you are required by law to add a Revenue stamp (marca da bollo) to your standard invoices, please inform us immediately and we will apply one of the following:

=== If you need to pay for a virtual stamp ===

All your future invoices will automatically include the sentence <wrap hi>//Imposta di bollo assolta in modo virtuale ai sensi del D.M. 17/6/2014 per importi maggiori di 77,47 euro//</wrap>
=== If you need to add a physical stamp ===

All your future invoices will automatically include the sentence <wrap hi>//Imposta di bollo assolta sull’originale per importi maggiori di 77,47 euro (ID indicato accanto al numero di fattura)//</wrap> and you will be required to specify the Revenue stamp ID next to the invoice number, as shown below:

{{:public:resource_invoicing_guide_20180214-122640.png}}


==== Italian Electronic Invoice ====

Suppliers who must issue e-invoices are kindly requested to inform us asap and follow our standard invoicing procedure as indicated above. Suppliers can then create the official e-invoice using the tool of their choice, caring that the e-invoice number, date and final amounts match the ones specified on our portal.

PSG Recipient Code and information:

  * PSG Translations Company Name: PSG S.r.l.
  * Nationality: IT
  * Tax Code: 02463530424
  * VAT: 02463530424
  * Address: Corso Stamira, 29 – 60122 Ancona (IT)
  * Recipient Code: M5UXCR1