Difference between revisions of "Update vendor invoice"

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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, press '''"Actions"''' and then '''"Update"''':
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To update an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''':
  
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[[File:Vendor invoice update button.png|border|1000px]]
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[[File:Update vendor invoice1.png|border|1070px]]
  
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It will bring you to the '''Update invoice''' page where you can update the details of the invoice.  
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It will bring you to the '''Update invoice''' page where you can update the invoice details.  
  
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You can edit the '''Custom code''', '''Payment method''', '''Issued at''', '''Payment terms''', 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:Update vendor invoice page.png|border|600px]]
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=='''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.
  
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To do that, enter the required code in the "''' Custom code'''" field:
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To do that, enter the required code in the '''"Custom code"''' field:
  
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[[file:VI CC vendor.jpg|border|400px]]
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[[File:Add custom code to vendor invoice.png|border|1070px]]
  
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Press "'''Update'''" to confirm changes.
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Click '''"Update"''' to confirm changes.
  
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<span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span>
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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. You may see them in the "'''Invoice details'''" section of  the vendor invoice page:
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The system keeps both codes which you may see in the '''Invoice details''' section:
  
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[[file:CIV both codes.jpg|border|350px]]
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[[File:Custom codes in vendor invoice.png|border|1070px]]
  
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But only the custom code is displayed on the "'''Vendor Invoices list'''" page:
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But only the custom code is displayed on the '''Vendor Invoices list''' page:
  
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[[file:custom code in vendor invoices list.jpg|border|350px]]
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[[File:Custom codes in vendor invoice2.png|border|1070px]]
  
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and in the invoice PDF file (i.e. the custom code replaces the system code):
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and on the invoice PDF file (i.e. the custom code replaces the system code):
  
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[[file:Invoice pdf file  vendor ccode.jpg|border|300px]]
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[[File:Custom codes in vendor invoice3.png|border|800px]]
  
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== Update issue date==
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=='''Update issue date'''==
  
 
You can modify the issue date of invoices.
 
You can modify the issue date of invoices.
  
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Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
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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:Issue at field vendor.png|border|350px]]
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[[File:Change issued at in vendor invoice.png|border|1070px]]
  
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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 by pressing the "'''Discount & extra charge'''" button:
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You can add a discount and (or) an extra charge to the invoice.
  
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[[File:VI discount and extra button.jpg|border|1100px]]
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To do so, click '''"Actions"''' and then '''"Discount & Extra charge"''':
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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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