Update vendor invoice - Revision history

Andrii at 08:52, 12 September 2022

2022-09-12T08:52:36Z

Andrii at 09:06, 16 August 2022

2022-08-16T09:06:57Z

Andrii at 11:44, 27 July 2022

2022-07-27T11:44:10Z

Andrii at 11:27, 26 July 2022

2022-07-26T11:27:45Z

Andrii: /* Update issue date */

2022-07-26T11:21:30Z

‎Update issue date

Andrii: /* Custom code */

2022-07-26T09:51:43Z

‎Custom code

Andrii at 09:51, 26 July 2022

2022-07-26T09:51:18Z

Artem at 12:13, 16 April 2021

2021-04-16T12:13:20Z

Anatoly.k: /* Discount & extra charge */

2019-09-10T09:45:57Z

‎Discount & extra charge

Anatoly.k: /* Discount & extra charge */

2019-09-10T09:45:20Z

‎Discount & extra charge

@@ Line 39: / Line 39: @@
 You can modify the issue date of invoices.
-Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
+Select the necessary date in the '''Issued at''' field, and then click '''"Update"''' to save changes:
 [[File:Change issued at in vendor invoice.png|border|1070px]]

← Older revision		Revision as of 09:06, 16 August 2022
Line 1:		Line 1:
−	~~==General information==~~
−
−	~~To update an invoice, open the one you need, press '''"Actions"''' and then '''"Update"''':~~
−
−	~~[[File:Vendor invoice update button new.png\|border\|1000px]]~~
−
−	~~It will bring you to the '''Update invoice''' page where you can update the invoice details.~~
−
−	You can add the '''Custom code''', '''Contact person''' on the vendor's side, update '''Payment method''', '''Issued at''', '''Payment terms''', '''Note to vendor''' fields, and change the invoice PDF page size and orientation:
−
−	~~[[File:Update vendor invoice page new.png\|border\|1000px]]~~
−
−	~~== Custom code ==~~
−
−	~~You may enter a custom code for the invoice if necessary.~~
−
−	~~To do that, enter the required code in the '''"Custom code"''' field:~~
−
−	~~[[file:Custom code for VI.png\|border\|800px]]~~
−
−	~~Press '''"Update"''' to confirm changes.~~
−
−	~~<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.~~
−
−	~~The system keeps both codes which you may see in the '''Invoice details''' section:~~
−
−	~~[[file:VI system and custom codes.png\|border\|1100px]]~~
−
−	~~But only the custom code is displayed on the '''Vendor Invoices list''' page:~~
−
−	~~[[file:Vendor invoices list cust code.png\|border\|1100px]]~~
−
−	~~and on the invoice PDF file (i.e. the custom code replaces the system code):~~
−
−	~~[[file:Vendor invoice cust code on PDF.png\|border\|250px]]~~
−
−	~~== Update issue date==~~
−
−	~~You can modify the issue date of invoices.~~
−
−	~~Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:~~
−
−	~~[[file:VI update issue at.png\|border\|800px]]~~
−
−	~~== Discount & extra charge ==~~
−
−	~~You can add a discount and (or) an extra charge to the invoice.~~
−
−	~~To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''':~~
−
−	~~[[File:VI discount and extra charge button.png\|border\|1100px]]~~
−
−	~~It will open the '''<U>[[Vendor invoice Discount & Extra charge\|Invoice Discount & Extra charge ]]</U>''' page.~~
−
−	~~[[File:Redirect.jpg\|40px\|link=Update vendor invoice]] Back to the '''table of contents'''.~~
−
−	~~----~~
−
−	~~<span style="color:red">Features described below will be available with the forthcoming system release.</span>~~
−
	=='''General information'''==		=='''General information'''==

@@ Line 59: / Line 59: @@
 <span style="color:red">Features described below will be available with the forthcoming system release.</span>
-==General information==
+=='''General information'''==
 To update an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''':
@@ Line 71: / Line 71: @@
 [[File:Update vendor invoice3.png|border|1070px]]
-== Custom code ==
+=='''Custom code'''==
 You may enter a custom code for the invoice if necessary.
@@ Line 95: / Line 95: @@
 [[File:Custom codes in vendor invoice3.png|border|800px]]
-== Update issue date==
+=='''Update issue date'''==
 You can modify the issue date of invoices.
@@ Line 103: / Line 103: @@
 [[File:Change issued at in vendor invoice.png|border|1070px]]
-== Discount & extra charge ==
+=='''Discount & extra charge'''==
 You can add a discount and (or) an extra charge to the invoice.

@@ Line 101: / Line 101: @@
 Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
-[[File:Change issued at in vendor invoice.png|border|800px]]
+[[File:Change issued at in vendor invoice.png|border|1070px]]
 == Discount & extra charge ==
@@ Line 107: / Line 107: @@
 You can add a discount and (or) an extra charge to the invoice.
-To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''':
+To do so, click '''"Actions"''' and then '''"Discount & Extra charge"''':
-[[File:VI discount and extra charge button.png|border|1100px]]
+[[File:Vendor invoice (discount and extra charge).png|border|1070px]]
 It will open the '''<U>[[Vendor invoice Discount & Extra charge|Invoice Discount & Extra charge ]]</U>''' page.
 [[File:Redirect.jpg|40px|link=Update vendor invoice]] Back to the '''table of contents'''.

@@ Line 101: / Line 101: @@
 Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
-[[file:VI update issue at.png|border|800px]]
+[[File:Change issued at in vendor invoice.png|border|800px]]
 == Discount & extra charge ==

@@ Line 93: / Line 93: @@
 and on the invoice PDF file (i.e. the custom code replaces the system code):
-[[File:Custom codes in vendor invoice3.png|border|650px]]
+[[File:Custom codes in vendor invoice3.png|border|800px]]
 == Update issue date==

← Older revision		Revision as of 09:51, 26 July 2022
Line 34:		Line 34:

	[[file:Vendor invoice cust code on PDF.png\|border\|250px]]		[[file:Vendor invoice cust code on PDF.png\|border\|250px]]
		+
		+	== Update issue date==
		+
		+	You can modify the issue date of invoices.
		+
		+	Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
		+
		+	[[file:VI update issue at.png\|border\|800px]]
		+
		+	== Discount & extra charge ==
		+
		+	You can add a discount and (or) an extra charge to the invoice.
		+
		+	To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''':
		+
		+	[[File:VI discount and extra charge button.png\|border\|1100px]]
		+
		+	It will open the '''<U>[[Vendor invoice Discount & Extra charge\|Invoice Discount & Extra charge ]]</U>''' page.
		+
		+	[[File:Redirect.jpg\|40px\|link=Update vendor invoice]] Back to the '''table of contents'''.
		+
		+	----
		+
		+	<span style="color:red">Features described below will be available with the forthcoming system release.</span>
		+
		+	==General information==
		+
		+	To update an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''':
		+
		+	[[File:Update vendor invoice1.png\|border\|1070px]]
		+
		+	It will bring you to the '''Update invoice''' page where you can update the invoice details.
		+
		+	You can add the '''Contact person''' on the vendor's side and '''Custom code''', update '''Payment method''', '''Issued at''', '''Payment terms''', '''Note to vendor''' fields, and change the invoice PDF template:
		+
		+	[[File:Update vendor invoice3.png\|border\|1070px]]
		+
		+	== Custom code ==
		+
		+	You may enter a custom code for the invoice if necessary.
		+
		+	To do that, enter the required code in the '''"Custom code"''' field:
		+
		+	[[File:Add custom code to vendor invoice.png\|border\|1070px]]
		+
		+	Click '''"Update"''' to confirm changes.
		+
		+	<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
		+
		+	The system keeps both codes which you may see in the '''Invoice details''' section:
		+
		+	[[File:Custom codes in vendor invoice.png\|border\|1070px]]
		+
		+	But only the custom code is displayed on the '''Vendor Invoices list''' page:
		+
		+	[[File:Custom codes in vendor invoice2.png\|border\|1070px]]
		+
		+	and on the invoice PDF file (i.e. the custom code replaces the system code):
		+
		+	[[File:Custom codes in vendor invoice3.png\|border\|650px]]

	== Update issue date==		== Update issue date==

← Older revision		Revision as of 12:13, 16 April 2021
Line 52:		Line 52:

	It will open the '''<U>[[Vendor invoice Discount & Extra charge\|Invoice Discount & Extra charge ]]</U>''' page.		It will open the '''<U>[[Vendor invoice Discount & Extra charge\|Invoice Discount & Extra charge ]]</U>''' page.
		+
		+	[[File:Redirect.jpg\|40px\|link=Update vendor invoice]] Back to the '''table of contents'''.