Difference between revisions of "Update vendor invoice"

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(Discount & extra charge)
(Discount & extra charge)
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''Vendor Invoice update page: [http://cloud.protemos.com/vendor-invoice/update?id=ХХХХ/ http://cloud.protemos.com/vendor-invoice/update?id=ХХХХ]''
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==General information==
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To update an invoice, open the one you need, press '''"Actions"''' and then '''"Update"''':
  
On this page, you can update the invoice details.  
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[[File:Vendor invoice update button new.png|border|1000px]]
  
You can edit "'''Custom code'''", "'''Payment method'''", "'''Due date'''" and "'''Note to vendor'''" fields.
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It will bring you to the '''Update invoice''' page where you can update the invoice details.  
  
You may also change the invoice PDF page size and orientation here.
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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:
  
[[File:VI update new.jpg|border|550px]]
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[[File:Update vendor invoice page new.png|border|1000px]]
  
 
== Custom code ==
 
== Custom code ==
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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 "''' Custom code'''" field:
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To do that, enter the required code in the '''"Custom code"''' field:
  
[[file:VI CC vendor.jpg|border|400px]]
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[[file:Custom code for VI.png|border|800px]]
  
Press "'''Update'''" to confirm changes.
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Press '''"Update"''' to confirm changes.
  
<span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span>
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<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
  
The system keeps both codes. You may see them in the "'''Invoice details'''" section of  the vendor invoice page:
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The system keeps both codes which you may see in the '''Invoice details''' section:
  
[[file:CIV both codes.jpg|border|350px]]
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[[file:VI system and custom codes.png|border|1100px]]
  
But only the custom code is displayed on the "'''Vendor Invoices list'''" page:
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But only the custom code is displayed on the '''Vendor Invoices list''' page:
  
[[file:custom code in vendor invoices list.jpg|border|350px]]
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[[file:Vendor invoices list cust code.png|border|1100px]]
  
and on the PDF invoice file (i.e. the custom code replaces the system code):
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and on the invoice PDF file (i.e. the custom code replaces the system code):
  
[[file:Invoice pdf file vendor ccode.jpg|border|300px]]
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[[file:Vendor invoice cust code on PDF.png|border|250px]]
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== Update issue date==
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You can modify the issue date of invoices.
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Select the necessary date in the '''Issued at''' field, and then press '''"Update"''' to save changes:
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[[file:VI update issue at.png|border|800px]]
  
 
== Discount & extra charge ==
 
== Discount & extra charge ==
  
You can add a discount or an extra charge to the invoice by pressing the "'''Discount & extra charge'''" button:
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You can add a discount and (or) an extra charge to the invoice.
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To do so, press '''"Actions"''' and then '''"Discount & Extra charge"''':
  
[[File:VI discount and extra button.jpg|border|1100px]]
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[[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 11:45, 10 September 2019

General information

To update an invoice, open the one you need, press "Actions" and then "Update":

1000px

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:

1000px

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:

800px

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:

1100px

But only the custom code is displayed on the Vendor Invoices list page:

1100px

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

250px

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:

800px

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":

VI discount and extra charge button.png

It will open the Invoice Discount & Extra charge page.