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Invoice issuing method and device for preservation items

A project and invoicing technology, applied in the field of financial services, can solve the problems of manual invoicing, error-prone processing efficiency, and low efficiency

Inactive Publication Date: 2018-03-09
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] At present, insurance companies generally arrange financial personnel to manually issue invoices for preservation items. However, with the increase in the number of preservation items, manual invoicing is prone to errors and low processing efficiency

Method used

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  • Invoice issuing method and device for preservation items
  • Invoice issuing method and device for preservation items
  • Invoice issuing method and device for preservation items

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Embodiment Construction

[0044] The embodiments of the present invention provide a method and device for invoicing a preserved item, which are used to solve the problems of error-prone and low processing efficiency in the existing manual invoicing method.

[0045] In order to make the purpose, features and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the following The described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0046] see figure 1 , the first embodiment of a billing method for preserved items in the embodiment of th...

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PUM

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Abstract

The embodiment of the invention discloses an invoice issuing method for preservation items. The method solves the problem in the prior art that the existing manual billing mode is prone to make mistakes and low in processing efficiency. The method provided by the embodiment of the invention comprises the following steps of judging whether a target preservation item meets a preset value added tax invoice issuing condition or not; if the target preservation item meets the preset value added tax invoice issuing condition, acquiring the cost information of the target preservation project and the financial information of a mechanism to which the preservation item belongs; subjecting the cost information and the financial information to data sorting according to a preset rule, so as to obtain the invoice issuing information; submitting the invoice issuing information to an invoice issuing system, and issuing an added value tax invoice by the invoice issuing system according to the invoice issuing information. The embodiment of the invention further provides an invoice issuing device for preservation items.

Description

technical field [0001] The invention relates to the field of financial services, in particular to a method and device for invoicing a preserved item. Background technique [0002] Preservation refers to the after-sales service carried out by the insurance company around contract changes, annuity or maturity payment and other items. The popular saying is that the insurance company changes the policy at the customer's request in order to make the customer's policy valid, and then Serve customers. When an insurance company handles a preservation project, if the preservation project involves the collection of fees, due to financial needs, the insurance company needs to issue a corresponding VAT invoice for the fees collected. [0003] At present, insurance companies generally arrange financial personnel to manually issue invoices for preservation items. However, with the increase in the number of preservation items, manual invoicing is prone to errors and low processing efficie...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q30/04
CPCG06Q30/04
Inventor 张莹郑彩萍王赛
Owner PING AN TECH (SHENZHEN) CO LTD