Difference between revisions of "Client invoice view"

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(Add and remove receivables)
(Action buttons)
 
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[[file:Client invoice actions.png|border|1100px]]
 
[[file:Client invoice actions.png|border|1100px]]
  
'''Download as PDF'''—pressing this button downloads the invoice in PDF format.
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*'''Download as PDF'''—pressing this button downloads the invoice in PDF format.
  
 
''Please click '''"Actions"''' to see the following options:''
 
''Please click '''"Actions"''' to see the following options:''
 
    
 
    
'''Send'''—opens the '''<u>[[Send client invoice|Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
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*'''Send'''—opens the '''<u>[[Send client invoice|Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
  
'''Resend'''—this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
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*'''Resend'''—this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
  
'''Mark as sent'''—if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal, etc.), you may use this button to remember the date of sending.
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*'''Mark as sent'''—if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal, etc.), you may use this button to remember the date of sending.
  
'''Mark as unsent'''—this button appears if the invoice has been sent. Pressing it deletes the date of sending.
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*'''Mark as unsent'''—this button appears if the invoice has been sent. Pressing it deletes the date of sending.
  
 
<span style="color:red>'''Note :</span>''' To remove the "'''Produced by Protemos'''" watermark, that is displayed in documents generated by the system, you should have a paid account.
 
<span style="color:red>'''Note :</span>''' To remove the "'''Produced by Protemos'''" watermark, that is displayed in documents generated by the system, you should have a paid account.
  
'''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.
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*<U>[[Write off invoice|'''Write off''']]</U>—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.  
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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.
  
'''Discount and Extra charge'''—you may add a discount and an extra charge to the invoice by pressing this button.
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*<U>[[Client invoice Discount & Extra charge|'''Discount and Extra charge''']]</U>—you may add a discount and an extra charge to the invoice by pressing this button.
  
'''Update'''—opens <u>[[Update client invoice|'''Update invoice''']]</u>  page where you can edit the invoice.
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*'''Update'''—opens <u>[[Update client invoice|'''Update invoice''']]</u>  page where you can edit the invoice.
  
'''Delete'''—deletes the invoice. This button disappears after you link the invoice with the payment.  
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*'''Delete'''—deletes the invoice. This button disappears after you link the invoice with the payment.  
  
 
<span style="color:red>'''Note :'''</span> For invoices with linked payments only '''"Download as PDF"''', '''"Send"''', '''"Mark as unsent"''', and '''"Write off"''' buttons are  available.
 
<span style="color:red>'''Note :'''</span> For invoices with linked payments only '''"Download as PDF"''', '''"Send"''', '''"Mark as unsent"''', and '''"Write off"''' buttons are  available.

Latest revision as of 11:26, 16 August 2019

On this page you can:

- Download the invoice as a PDF file.

- Add a discount and an extra charge to the invoice.

- Send the invoice to the client.

- Update the invoice.

- View, edit or add taxes.

- View the list of receivables included in the invoice.

- Remove and add receivables in unsent invoices.

- Create payments covering the invoice.

Client invoice view.png

Action buttons

Client invoice actions.png

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

Please click "Actions" to see the following options:

  • Send—opens the Send invoice page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
  • Resend—this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
  • Mark as sent—if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal, etc.), you may use this button to remember the date of sending.
  • Mark as unsent—this button appears if the invoice has been sent. Pressing it deletes the date of sending.

Note : To remove the "Produced by Protemos" watermark, that is displayed in documents generated by the system, you should have a paid account.

  • 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.

  • Delete—deletes the invoice. This button disappears after you link the invoice with the payment.

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

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

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Taxes section

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

Invoice taxes section.png

Add invoice percentage tax

1. To add a tax value as a percentage to the invoice, press the "Add percentage tax" button:

Inv pers button.png

Then select the tax name from the drop-down list, enter its value and press "Add":

Cl invoise add perc tax.png

Note : First, taxes should be created in System => Taxes => Taxes list, and only the taxes which are defined as the Percentage will be avaliavle in the list.

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

Client invoice percentage tax.png

You may add as many taxes as you need.

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

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

Cl invoice perc tax update.png

Press "Update" to save changes.

3. To delete unneeded taxes, press the "Delete" button.

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Add invoice absolute tax

1. To add a tax value as a flat amount to the invoice, press the "Add absolute tax" button:

Inv absol button.png

Then select the tax name from the drop-down list, enter its value and press "Add":

Cl invoise add abs tax.png

'Note 1: First, taxes should be created in System => Taxes => Taxes list, and only the taxes which are defined as the Absolute will be avaliavle in the list.

Note 2: The currency of the absolute tax is determined according to the invoice currency.

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

Client invoice absolute tax added.png

You may add as many taxes as you need.

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

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

Cl inv abs tax update.png

Press "Update" to save changes.

3. To delete taxes, press the "Delete" button in the corresponding tax row.

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Add and remove receivables

Here you can view, add and remove receivables in unsent invoices:

1.To add receivables press "Add receivables":

Add receivables to invoice.png

It will open the Add receivables to invoice page where you can see the client receivables list:

Add receivables to invoice select.png

Select the necessary receivables and press "Add selected receivables" to add them to the invoice.

2. Also, you can remove receivables from the invoice by pressing the "Remove" button:

Remove receivable button.png

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

Note: Invoices with zero total amounts cannot be linked to payments.

In other words, if you delete all the receivables within an invoice, you won't be able to create payments covering the invoice.

Create linked payment

If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:

Client invoice create payment.png

You can enter the payment into the fields that appear:

Client invoice create payment 2.png

Alternatively, payments can be created on the Client payments page.

The difference is that on the Client invoices page you can enter a payment covering only an invoice itself, while on the Client payments page, you can enter a payment covering multiple invoices.

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