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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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| − | [[File:Vendor invoice update button new.png|border|1000px]]
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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 add the '''Custom code''', '''Contact person''' on the vendor's side, update '''Payment method''', '''Issued at''', '''Payment terms''', '''Note to vendor''' fields, and change the invoice PDF page size and orientation:
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| − | [[File:Update vendor invoice page new.png|border|1000px]]
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| − | == Custom code ==
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| − | 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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| − | [[file:Custom code for VI.png|border|800px]]
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| − | Press '''"Update"''' to confirm changes.
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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 which you may see in the '''Invoice details''' section:
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| − | [[file:VI system and custom codes.png|border|1100px]]
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| − | But only the custom code is displayed on the '''Vendor Invoices list''' page:
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| − | [[file:Vendor invoices list cust code.png|border|1100px]]
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| − | and on the invoice PDF file (i.e. the custom code replaces the system code):
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| − | [[file:Vendor invoice cust code on PDF.png|border|250px]]
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| − | == Update issue date==
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| − | 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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| − | [[file:VI update issue at.png|border|800px]]
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| − | == Discount & extra charge ==
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| − | You can add a discount and (or) an extra charge to the invoice.
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| − | To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''':
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| − | [[File:VI discount and extra charge button.png|border|1100px]]
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| − | 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'''.
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| − | ----
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| − | <span style="color:red">Features described below will be available with the forthcoming system release.</span>
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| | =='''General information'''== | | =='''General information'''== |
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Revision as of 11:06, 16 August 2022
General information
To update an invoice, open the one you need, click "More actions" and then "Update":
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:
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:
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:
But only the custom code is displayed on the Vendor Invoices list page:
and on 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:
You can add a discount and (or) an extra charge to the invoice.
To do so, click "Actions" and then "Discount & Extra charge":
It will open the Invoice Discount & Extra charge page.
Back to the table of contents.
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