Difference between revisions of "Client invoice view"

Revision as of 17:34, 19 March 2018

Client invoice view page: http://cloud.protemos.com/client-invoice/view?id=XXXX (replace XXXX with the valid invoice number)

On this page, you can:

- Download PDF file of the invoice

- Add a discount and an extra charge to the invoice

- Send the invoice to the client

- Update the invoice

- View, edit or add taxes

- View the list of receivables included in the invoice

- Remove and add receivables in unsent invoices

- Create payments covering the invoice

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Action buttons

Send - opens the Client invoice sending page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.

Resend - this button appears after the invoice has been sent. Pressing it sends the invoice one more time.

Mark as sent - if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.

Download as PDF - pressing this button downloads the invoice in PDF format.

Note: To remove the "Produced by Protemos" watermark, that is displayed in documents generated by the system, you should have a paid account.

Discount and Extra charge - you may add a discount and an extra charge to the invoice by pressing this button.

Write off - this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.

Mark as unsent - this button appears if the invoice has been sent. Pressing it deletes the date of sending.

Update - opens Client invoice update page on which you can edit the invoice.

Delete - deletes the invoice. This button disappears after you link the invoice with the payment.

Note: For invoices with linked payments only "Resend", "Mark as unsent", "Download as PDF" and "Write off" buttons are available.

To make all the buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment from the client.

Taxes section

Here you can add new taxes, edit or delete displayed ones by pressing corresponding buttons:

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1.To add a new tax, press the " Add tax" button.

It will open the "Add invoice tax" page.

Select the tax name from the drop-down list (first, it should be created in: System => Taxes => Taxes list):

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Enter its value and press "Add":

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The tax will be added and displayed in the invoice details section:

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You may add as many taxes as you need.

2. You can update tax values by pressing the "Update" button.

You may select another name from the drop-down list, and enter a new tax value:

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Press "Update" to save changes.

3. To delete unneeded taxes, press the "Delete" button.

Removing and adding receivables

Here you can view, add and remove receivables in unsent invoices:

1.To add receivables press " Add receivables":

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It will open the Add receivables to invoice page where you can see client receivables list:

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Select the necessary receivables and press "Add selected receivables".

2.In order to remove receivables press the "Remove" button:

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So no need to delete invoice if one its item is wrong.

Note: you can't remove the receivable if there is only one. After you create another receivable the button "Remove" will uppear.

Then you will be able to remove incorrect one.

Linked payment creation

If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:

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You can enter the payment into the fields that appear:

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Alternatively, the payments can be created on the Client payments page.

The difference is that on the Client invoices page you can enter the payment covering only the invoice itself, while on the Client payments page, you can enter the payment covering multiple invoices.