Difference between revisions of "Update client invoice"
(→Custom code) |
(→Custom code) |
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Press '''"Update"''' to confirm changes. | Press '''"Update"''' to confirm changes. | ||
| − | <span style="color:red">'''Note:''' | + | <span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span> |
| − | The system keeps both codes. You may see them in the "'''Invoice details'''" section of the | + | The system keeps both codes. You may see them in the "'''Invoice details'''" section of the client invoice page: |
[[file:CIV both codes.jpg|border|350px]] | [[file:CIV both codes.jpg|border|350px]] | ||
| − | But only the custom code is displayed | + | But only the custom code is displayed on the "'''Client invoices list'''" page: |
[[file:custom code in invoices list.jpg|border|350px]] | [[file:custom code in invoices list.jpg|border|350px]] | ||
Revision as of 16:32, 19 March 2018
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 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", "Due date" 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 PDF invoice file (i.e. the custom code replaces the system code):
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.
