Difference between revisions of "Update client invoice"

Revision as of 12:21, 6 October 2017

Client Invoice update page: http://cloud.protemos.com/client-invoice/update?id=ХХХХ (replace XXXX with the valid project number)

On this page, you can update the details of the invoice.

The availability of fields for editing depends on the status of the invoice.

If the invoice has not yet been marked as sent, you can edit "Custom code", "Payment method", "Due date" and "Note to client" fields.

For sent invoices, you can edit only "Note to client".

You may change the custom code of the invoice if necessary.

To do that, go to " Custom code" field and enter the the required code:

Confirm the changes by clicking "Update".

Note: the custom codes have priority over the system codes i.e. system keeps both codes, but only the custom code is displayed

in the "Client Invoices list" :

and in the PDF invoice file:

You can add discounts or extra charges to the unsent invoice by pressing “Discounts & extra charges”:

@@ Line 17: / Line 17: @@
 You may change the custom code of the invoice if necessary.
-To do that, go to "''' Custom code'''" field and enter the needed code:
+To do that, go to "''' Custom code'''" field and enter the the required code:
 [[file:CIV custom code.jpg|border|400px]]
+Confirm the changes by clicking "'''Update'''".
+Note: the custom codes have priority over the system codes i.e. system keeps both codes, but only the custom code is displayed
+in the "'''Client Invoices list'''" :
+[[file:custom code in invoices list.jpg|border|300px]]
+and in the PDF invoice file:
+[[file:Invoice pdf file ccode.jpg|border|300px]]
 == Discounts & extra charges ==