Difference between revisions of "Update vendor invoice"
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You may enter a custom code for the invoice if necessary. | You may enter a custom code for the invoice if necessary. | ||
| − | To do that, enter the required code in the | + | To do that, enter the required code in the '''"Custom code"''' field: |
| − | [[file:VI | + | [[file:Custom code for VI.png|border|800px]] |
| − | Press | + | Press '''"Update"''' to confirm changes. |
| − | <span style="color:red">'''Note:''' Custom codes have priority over the system codes. | + | <span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes. |
| − | The system keeps both codes | + | The system keeps both codes which you may see in the '''Invoice details''' section: |
| − | [[file: | + | [[file:VI system and custom codes.png|border|1100px]] |
| − | But only the custom code is displayed on the | + | But only the custom code is displayed on the '''Vendor Invoices list''' page: |
| − | [[file: | + | [[file:Vendor invoices list cust code.png|border|1100px]] |
| − | and | + | and on the invoice PDF file (i.e. the custom code replaces the system code): |
| − | [[file: | + | [[file:Vendor invoice cust code on PDF.png|border|250px]] |
== Update issue date== | == Update issue date== | ||
| Line 41: | Line 41: | ||
Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes: | Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes: | ||
| − | [[file: | + | [[file:VI update issue at.png|border|800px]] |
== Discount & extra charge == | == Discount & extra charge == | ||
| − | You can add a discount and (or) an extra charge to the invoice | + | You can add a discount and (or) an extra charge to the invoice. |
| − | [[File:VI discount and extra button. | + | To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''': |
| + | |||
| + | [[File:VI discount and extra charge button.png|border|1100px]] | ||
It will open the '''<U>[[Vendor invoice Discount & Extra charge|Invoice Discount & Extra charge ]]</U>''' page. | It will open the '''<U>[[Vendor invoice Discount & Extra charge|Invoice Discount & Extra charge ]]</U>''' page. | ||
Revision as of 12:45, 10 September 2019
General information
To update an invoice, open the one you need, press "Actions" and then "Update":
It will bring you to the Update invoice page where you can update the invoice details.
You can add the Custom code, Contact person on the vendor's side, update Payment method, Issued at, Payment terms, Note to vendor fields, and change the invoice PDF page size and orientation:
Custom code
You may enter a custom code for the invoice if necessary.
To do that, 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 which you may see in the Invoice details section:
But only the custom code is displayed on the Vendor Invoices list page:
and on the invoice PDF file (i.e. the custom code replaces the system code):
Update issue date
You can modify the issue date of invoices.
Select the necessary date in the Issued at field, and then press "Update" to save changes:
Discount & extra charge
You can add a discount and (or) an extra charge to the invoice.
To do so, press "Actions" and then "Discount & Extra charge":
It will open the Invoice Discount & Extra charge page.
