Difference between revisions of "Update client invoice"

Revision as of 14:19, 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:

You may add a custom code of an invoice if necessary.

To do that, go to the " 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.

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 in the "Client Invoices list" :

and in the PDF invoice file (i.e. the custom code replaces the system code):

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

@@ Line 31: / Line 31: @@
 [[file:custom code in invoices list.jpg|border|350px]]
-and in the PDF invoice file (i.e. the custom code replases the system code):
+and in the PDF invoice file (i.e. the custom code replaces the system code):
 [[file:Invoice pdf file ccode.jpg|border|350px]]