Difference between revisions of "Update client invoice"
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The possibility of editing depends on the status of the invoice. | The possibility of editing depends on the status of the invoice. | ||
| − | If the invoice has not yet been sent or marked as sent, you can edit the '''Custom code''', '''Payment method''', '''Issued at''', '''Payment terms | + | If the invoice has not yet been sent or marked as sent, you can edit the '''Custom code''', '''Payment method''', '''Issued at''', '''Payment terms''', and '''Note to client''' fields. |
You may also change the invoice PDF page size and orientation here. | You may also change the invoice PDF page size and orientation here. | ||
Revision as of 17:13, 9 January 2019
Update client invoice page: http://cloud.protemos.com/client-invoice/update?id=ХХХХ (replace XXXX with the valid project number)
General information
To update an invoice, open the necessary one and press the "Update" button:
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 status of the invoice.
If the invoice has not yet been sent or marked as sent, you can edit the Custom code, Payment method, Issued at, Payment terms, and Note to client fields.
You may also change the invoice PDF page size and orientation here.
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::
Press "Update" to confirm changes.
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:
But only the custom code is displayed on the "Client invoices list" page:
and in the invoice PDF file (i.e. the custom code replaces the system code):
Update issue date
You can modify the issue date of invoices.
Select the necessary date in the Issued at field, and then press "Update" to save changes:
Discounts & extra charges
You can add discounts or extra charges to the unsent invoice by pressing "Discounts & extra charges":
It will open the Invoice Discount & Extra charge page.
