Difference between revisions of "Update client invoice"

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''Update client invoice page: [http://cloud.protemos.com/client-invoice/update?id=ХХХХ/ http://cloud.protemos.com/client-invoice/update?id=ХХХХ] (replace XXXX with the valid project number)''
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=='''General information'''==
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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"''':
  
On this page, you can update the details of the invoice.  
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[[File:Update client invoice1.png|border|1070px]]
  
The possibility of editing depends on the status of the invoice.
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It will bring you to the '''Update invoice''' page where you can update the details of the invoice.  
  
If the invoice has not yet been sent or marked as sent, you can edit the '''Custom code''', '''Payment method''', '''Issue at''', '''Payment terms''', '''Due date''', and "'''Note to client'''" fields.
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The possibility of editing depends on the invoice status.
  
You may also change the invoice PDF page size and orientation here.
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You can edit the invoice if it has not been sent or marked as sent yet, and there are no linked payments.
  
[[File:Update invoice page.png|border|600px]]
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[[File:Update client invoice2.png|border|1070px]]
  
== Custom code ==
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=='''Custom code'''==
  
 
You may enter a custom code for the invoice if necessary.
 
You may enter a custom code for the invoice if necessary.
  
To do so, enter the required code in the '''"Custom code"''' field::
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To do so, enter the required code in the '''Custom code''' field and then click '''"Update"''' to confirm it:
  
[[file:CIV CCode.jpg|border|400px]]
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[[File:Add custom code for client invoice.png|border|1070px]]
  
Press '''"Update"''' to confirm changes.
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<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
  
<span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span>
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The system keeps both codes. You may see them in the '''Invoice details''' section of  the client invoice page:
  
The system keeps both codes. You may see them in the "'''Invoice details'''" section of  the client invoice page:
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[[File:Custom code for client invoice1.png|border|500px]]
  
[[file:CIV both codes.jpg|border|350px]]
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But only the custom code is displayed on the '''Client invoices list''' page:
  
But only the custom code is displayed on the "'''Client invoices list'''" page:
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[[File:Custom code for client invoice2.png|border|1070px]]
  
[[file:custom code in invoices list.jpg|border|350px]]
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and in the invoice PDF file (i.e. the custom code replaces the system code):
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[[File:Custom code for client invoice3.png|border|600px]]
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=='''Update issue date'''==
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You can modify the issue date of invoices.
  
and in the invoice PDF file (i.e. the custom code replaces the system code):
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Select the necessary date in the '''Issued at''' field, and then click '''"Update"''' to save changes:
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[[File:Change issued at.png|border|1070px]]
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=='''Discounts & extra charges'''==
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You can add a discount and/or an extra charge to the unsent invoice by clicking '''"More actions"''' and then "'''Discount & Extra charge'''":
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[[File:Discount and extra charge.png|border|1070px]]
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It will open the '''<U>[[Client invoice Discount & Extra charge]]</U>''' page.
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=='''Add contact person'''==
  
[[file:Invoice pdf file ccode.jpg|border|350px]]
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You can select a contact person on the client side when updating the invoice:
  
== Discounts & extra charges ==
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[[File:Add contact person in client invoice.png|border|1070px]]
  
You can add discounts or extra charges to the unsent invoice by pressing "'''Discounts & extra charges'''":
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This contact will be displayed on the PDF file of the invoice:
  
[[File:CIV discount and extra button.jpg|border|1100px]]
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[[File:Add contact person in client invoice2.png|border|600px]]
  
It will open the '''<U>[[Client invoice Discount & Extra charge update|Invoice Discount & Extra charge ]]</U>''' page.
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[[File:Redirect.jpg|40px|link=Update client invoice]] Back to the '''table of contents'''.

Latest revision as of 11:26, 16 August 2022

General information

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

Update client invoice1.png

It will bring you to the Update invoice page where you can update the details of the invoice.

The possibility of editing depends on the invoice status.

You can edit the invoice if it has not been sent or marked as sent yet, and there are no linked payments.

Update client invoice2.png

Custom code

You may enter a custom code for the invoice if necessary.

To do so, enter the required code in the Custom code field and then click "Update" to confirm it:

Add custom code for client invoice.png

Note: Custom codes have priority over the system codes.

The system keeps both codes. You may see them in the Invoice details section of the client invoice page:

Custom code for client invoice1.png

But only the custom code is displayed on the Client invoices list page:

Custom code for client invoice2.png

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

Custom code for client 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.png

Discounts & extra charges

You can add a discount and/or an extra charge to the unsent invoice by clicking "More actions" and then "Discount & Extra charge":

Discount and extra charge.png

It will open the Client invoice Discount & Extra charge page.

Add contact person

You can select a contact person on the client side when updating the invoice:

Add contact person in client invoice.png

This contact will be displayed on the PDF file of the invoice:

Add contact person in client invoice2.png

Redirect.jpg Back to the table of contents.