Difference between revisions of "Update client invoice"

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''Client Invoice update 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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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 details of the invoice.  
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[[File:Update client invoice1.png|border|1070px]]
  
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The availability of fields for 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.  
  
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If the invoice has not yet been marked as sent, you can edit "'''Custom code'''", "'''Payment method'''", "'''Due date'''" and "'''Note to client'''" fields.
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The possibility of editing depends on the invoice status.
  
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For sent invoices, you can edit only "'''Note to client'''".
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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.
  
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[[File:CIV update invoice page.jpg|600px]]
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[[File:Update client invoice2.png|border|1070px]]
  
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== Custom code ==
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=='''Custom code'''==
  
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You may change the custom code of the invoice if necessary.
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You may enter a custom code for the invoice if necessary.
  
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To do that, go to the "''' Custom code'''" field and enter the the required code:
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To do so, enter the required code in the '''Custom code''' field and then click '''"Update"''' to confirm it:
  
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[[file:CIV custom code.jpg|border|400px]]
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[[File:Add custom code for client invoice.png|border|1070px]]
  
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Confirm the changes by clicking "'''Update'''".
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<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
  
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<span style="color:red">'''Note:''' the 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:
  
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System keeps both codes, but only the custom code is displayed
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[[File:Custom code for client invoice1.png|border|500px]]
  
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in the "'''Client Invoices list'''" :
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But only the custom code is displayed on the '''Client invoices list''' page:
  
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[[file:custom code in invoices list.jpg|border|300px]]
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[[File:Custom code for client invoice2.png|border|1070px]]
  
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and in the PDF invoice file:
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and in the invoice PDF file (i.e. the custom code replaces the system code):
  
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[[file:Invoice pdf file ccode.jpg|border|300px]]
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[[File:Custom code for client invoice3.png|border|600px]]
  
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== Discounts & extra charges ==
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=='''Update issue date'''==
  
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You can add discounts or extra charges to the unsent invoice by pressing “'''Discounts & extra charges'''”:
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You can modify the issue date of invoices.
  
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[[File:Invoice discount.png]]
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Select the necessary date in the '''Issued at''' field, and then click '''"Update"''' to save changes:
  
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It will open [[Client invoice Discount & Extra charge update]] page.
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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'''==
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You can select a contact person on the client side when updating the invoice:
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[[File:Add contact person in client invoice.png|border|1070px]]
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This contact will be displayed on the PDF file of the invoice:
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[[File:Add contact person in client invoice2.png|border|600px]]
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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.

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