Difference between revisions of "Update vendor invoice"

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''Vendor Invoice update page: [http://cloud.protemos.com/vendor-invoice/update?id=ХХХХ/ http://cloud.protemos.com/vendor-invoice/update?id=ХХХХ]''
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=='''General information'''==
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To update an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''':
  
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On this page, you can update the invoice details.
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[[File:Update vendor invoice1.png|border|1070px]]
  
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The possibility of editing depends on the availability of linked payments.  
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It will bring you to the '''Update invoice''' page where you can update the invoice details.  
  
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If there are no linked payments in the invoice, you can edit "'''Custom code'''", "'''Payment method'''", "'''Due date'''" and "'''Note to vendor'''" fields.
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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:
  
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You may also change the invoice PDF page size and orientation here.  
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[[File:Update vendor invoice3.png|border|1070px]]
  
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[[File:VI update new.jpg|border|550px]]
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=='''Custom code'''==
  
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== Custom code ==
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You may enter a custom code for the invoice if necessary.
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To do that, enter the required code in the '''"Custom code"''' field:
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[[File:Add custom code to vendor invoice.png|border|1070px]]
  
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You may enter a custom code for the invoice if necessary.
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Click '''"Update"''' to confirm changes.
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<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
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The system keeps both codes which you may see in the '''Invoice details''' section:
  
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To do that, enter the required code in the "''' Custom code'''" field:
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[[File:Custom codes in vendor invoice.png|border|1070px]]
  
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[[file:VI CC vendor.jpg|border|400px]]
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But only the custom code is displayed on the '''Vendor Invoices list''' page:
  
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Press "'''Update'''" to confirm changes.
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[[File:Custom codes in vendor invoice2.png|border|1070px]]
  
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<span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span>
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and on the invoice PDF file (i.e. the custom code replaces the system code):
  
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The system keeps both codes. You may see them in the "'''Invoice details'''" section of  the vendor invoice page:
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[[File:Custom codes in vendor invoice3.png|border|800px]]
  
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[[file:CIV both codes.jpg|border|350px]]
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=='''Update issue date'''==
  
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But only the custom code is displayed on the "'''Vendor Invoices list'''" page:
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You can modify the issue date of invoices.
  
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[[file:custom code in vendor invoices list.jpg|border|350px]]
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Select the necessary date in the '''Issued at''' field, and then click '''"Update"''' to save changes:
  
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and on the PDF invoice file (i.e. the custom code replaces the system code):
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[[File:Change issued at in vendor invoice.png|border|1070px]]
  
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[[file:Invoice pdf file  vendor ccode.jpg|border|300px]]
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=='''Discount & extra charge'''==
  
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== Discount & extra charge ==
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You can add a discount and (or) an extra charge to the invoice.
  
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You can add a discount or an extra charge to the invoice by pressing the "'''Discount & extra charge'''" button:
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To do so, click '''"Actions"''' and then '''"Discount & Extra charge"''':
  
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[[File:VI discount and extra button.jpg|border|1100px]]
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[[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.
 
It will open the '''<U>[[Vendor invoice Discount & Extra charge|Invoice Discount & Extra charge ]]</U>''' page.
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[[File:Redirect.jpg|40px|link=Update vendor invoice]] Back to the '''table of contents'''.

Latest revision as of 10:52, 12 September 2022

General information

To update an invoice, open the one you need, click "More actions" and then "Update":

Update vendor invoice1.png

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:

Update vendor invoice3.png

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:

Add custom code to vendor invoice.png

Click "Update" to confirm changes.

Note: Custom codes have priority over the system codes.

The system keeps both codes which you may see in the Invoice details section:

Custom codes in vendor invoice.png

But only the custom code is displayed on the Vendor Invoices list page:

Custom codes in vendor invoice2.png

and on the invoice PDF file (i.e. the custom code replaces the system code):

Custom codes in vendor invoice3.png

Update issue date

You can modify the issue date of invoices.

Select the necessary date in the Issued at field, and then click "Update" to save changes:

Change issued at in vendor invoice.png

Discount & extra charge

You can add a discount and (or) an extra charge to the invoice.

To do so, click "Actions" and then "Discount & Extra charge":

Vendor invoice (discount and extra charge).png

It will open the Invoice Discount & Extra charge page.

Redirect.jpg Back to the table of contents.

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