Systems and methods for processing invoices based on a minimum invoice amount

• US 20060015363A1
• Filed: 06/14/2005
• Published: 01/19/2006
• Est. Priority Date: 07/12/2004
• Status: Abandoned Application

• Current Assignee: United Parcel Service Of America Incorporated (United Parcel Service Incorporated)
• Original Assignee: United Parcel Service Of America Incorporated (United Parcel Service Incorporated)
• Inventors: Cunningham, Chris, Walters, Michael, Banks, Angela, Wallwork, Joe, Dittmar, Paul, Parshley, Tom, Allu, David, Volpicella, Mike, Fisher, Cheryl
• Application Number:
  US11/153,770
• Publication Number:
  US 20060015363A1
• Time in Patent Office: Days
• US Class Current: 705/34
• CPC Class Codes: G06Q 30/04 Billing or invoicing

Abstract

Systems and methods are defined for processing an invoice indicating an amount due in which the processing of the invoice, which typically includes printing the invoice, is dependent in part on the amount due. Specifically, certain procedures may be invoked when the amount due is less than a threshold level, such as deferring generating an invoice until the next billing cycle. Various types of indicators facilitate exception processing of the invoice, including the ability to exempt the account from minimum invoice processing. The indicators are contained as parameters in the invoice records allowing flexibility in the computer system processing the records.

Claims

1. A system for selectively printing invoices comprising:

a database storing an invoice threshold amount and a plurality of records wherein each record is associated with an account identifier, a balance due, and an indicator used to determine whether minimum invoice level processing is allowed in conjunction with the record;

a printer for printing a paper-based invoice; and

a processor programmed to retrieve from the database an invoice record from the plurality of records, the processor determining that the indicator does not allow minimum invoice level processing in conjunction with the record, the processor generating and printing the paper-based invoice associated with the record.

2. A system for selectively printing invoices comprising:

a database storing an invoice threshold amount and a plurality of invoice records wherein each invoice record is associated with an account identifier, a balance due, and a minimum invoice level processing allowed indicator;

a printer for printing a paper-based invoice; and

a processor programmed to retrieve from the database an invoice record from the plurality of invoice records, the processor further programmed to determine that minimum invoice level processing is allowed thereby selectively allowing suppression of the generation of an invoice, the processor further programmed to determine that the balance due is less than the invoice threshold amount, and record an indication of invoice suppression in the invoice record.

3. The system of claim 2 wherein the processor is programmed to process the invoice record so as to issue a refund if the amount due is a negative amount.

4. The system of claim 2 wherein the processor is further programmed to print the invoice if the amount due is greater than the threshold amount, and the minimum invoice level processing allowed indicator prohibits invocation of minimum invoice level processing.

5. The system of claim 2 wherein the processor records an indication in the invoice record when the processing of the invoice record does not result in printing the paper-based invoice.

6. The system of claim 2 wherein the processor is programmed to print the invoice if the minimum invoice level processing allowed indicator prohibits minimum invoice level processing.

7. A method of processing invoices resulting in selective printing of an invoice, the method comprising:

retrieving a record from a database wherein the record comprises an account receivable identifier and an amount due;

determining that the amount due is less than a threshold level;

determining that a minimum invoice level processing indicator allows minimum invoice level processing whereby printing of an invoice is suppressed;

invoking the minimum invoice level processing thereby suppressing printing of the invoice; and

incrementing a counter associated with suppression of the invoice wherein the counter is stored in the record.

8. A method of claim 7 further comprising the step of:

determining that the counter associated with suppression of the invoice is less than a second threshold level.

9. The method of claim 7 further wherein generation of the invoice comprises:

printing a paper-based invoice.

10. The method of claim 7 further comprising the step of:

determining that the amount due is a negative amount and less than a second threshold amount.

11. A method for processing invoices resulting in selective printing of an invoice associated with an account identifier comprising the steps of:

retrieving a record from a database wherein the record comprises the account identifier, an amount due, and an indication of previous deferral of invoice generation associated with the account identifier;

determining that the amount due is less than a threshold associated with minimum invoice level processing;

determining that minimum invoice level processing is not allowed for processing the invoice associated with the account identifier; and

printing the invoice indicating the account identifier and the amount due.

12. The method of claim 11 wherein determining that minimum invoice level processing is not allowed is based on an indicator associated with the record.

13. The method of claim of claim 11 wherein determining that the minimum invoice level processing is not allowed is based on determining a counter indicating previous deferral of invoice generation exceeds a second threshold.

14. The method of claim of claim 11 wherein determining that the minimum invoice level processing is not allowed is based on the amount due being a negative amount.

15. A computer-readable storage medium containing a set of computer-executable instructions for a method of selectively printing an invoice, said set of instructions comprising:

retrieving information from a first file identifying an account and an amount due associated with the account;

determining that minimum invoice level processing is allowed for the account;

retrieving information indicating an invoice threshold amount;

determining that the amount due is greater than the invoice threshold amount thereby not triggering execution of a minimum invoice level processing routine; and

printing an invoice identifying the account and the amount due.

16. The computer-readable storage medium of claim 15 further comprising instructions for:

recording an indication in the first file associated with the account indicating the printing of an invoice.

17. The computer-readable storage medium of claim 15 wherein the determining that minimum invoice level processing is not allowed for the account is based on processing an indication associated with the account indicating that minimum invoice level processing is not allowed.

18. The computer-readable storage medium of claim 15 wherein the determining that minimum invoice level processing is not allowed for the account is based on processing an indication associated with the account indicating previous deferral of invoice generation.

21. The computer-readable storage medium of claim 18 further wherein the step of suppressing generation of the paper-based invoice associated with the account suppresses printing of the paper-based invoice associated with the account.

19. A computer-readable storage medium containing a set of computer-executable instructions for a method of selectively printing a paper-based invoice associated with an account, said set of instructions comprising:

retrieving first information from a first file comprising a plurality of invoice records wherein one of the invoice records is associated with the account and the invoice record comprises an account identifier and a first amount due;

determining that minimum invoice level processing is allowed for the account;

retrieving an invoice threshold amount;

determining that the first amount due is less than the invoice threshold amount;

invoking a minimum invoice level processing routine thereby suppressing generation of the paper-based invoice associated with the account; and

recording an indication in the invoice record of the suppression of the paper-based invoice.

20. The computer-readable storage medium of claim 19 further comprising the steps of:

retrieving a second record from the first file identifying a second account, the second record comprising a second account identifier and second amount due;

determining the second amount due is greater than the threshold amount; and

printing a second paper-based invoice associated with the second account.