Difference between revisions of "Vendor invoice view"

Revision as of 17:44, 29 December 2017

Vendor invoice view page: https://cloud.protemos.com/vendor-invoice/view?id=XXXX (replace XXXX with the valid invoice number)

On this page, you can:

- Download PDF file of the invoice

- Write the invoice off

- Update the invoice

- Edit or add taxes

- View the list of payables included in the invoice

- Remove and add payables in unsent invoices

- Create payments covering the invoice

Action buttons

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Download as PDF — pressing this button downloads the invoice in PDF format.

Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off.

E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.

Update — pressing this button opens the Vendor Invoice update page on which you can edit the invoice.

Delete — this button deletes the invoice. It disappears after you link the invoice with the payment.

Note: For invoices with linked payments only "Download as PDF" and "Write off" buttons are available.

To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.

Taxes section

Here you can add new taxes, edit or delete displayed ones by pressing corresponding buttons:

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1.To add a new tax, press the " Add tax" button.

It will open the "Add invoice tax" page.

Select the tax name from the drop-down list (first, it should be created in: System => Taxes => Taxes list):

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Enter its value and press "Add":

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The tax will be added and displayed in the invoice details section:

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You may add as many taxes as you need.

2. You can update tax values by pressing the "Update" button.

You may select another name from the drop-down list, and enter a new tax value:

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Press "Update" to save changes

Removing and adding payables

Here you can add and remove payables in unsent invoices:

1.To add payables press " Add payables":

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It will open the Add payables to invoice page where you can see vendor payables list:

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Select the necessary payables and press "Add selected payables".

2.In order to remove payables press the "Remove" button:

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So no need to delete invoice if one its item is wrong.

Note: you can't remove the payable if there is only one. After you create another payable the button "Remove" will uppear.

Then you will be able to remove incorrect one.

Linked payment creation

If you have paid the invoice, you can record the payment by pressing “Create linked payment” button under the payable table:

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You can enter the payment into the fields that appear:

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Alternatively, the payments can be created on Vendor payments list page.

The difference is that on invoice page you can enter the payment covering only the invoice itself,

while on Vendor payments list page, you can enter the payment covering multiple invoices.