Difference between revisions of "Update vendor invoice"

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(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]]
  
The possibility of editing depends on the availability of linked payments.  
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It will bring you to the '''Update invoice''' page where you can update the invoice details.  
  
If there are no linked payments in the invoice, you can edit "'''Custom code'''", "'''Payment method'''", "'''Due date'''" and "'''Note to vendor'''" fields.
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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:
  
You may also change the invoice PDF page size and orientation here.
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[[File:Update vendor invoice page new.png|border|1000px]]
 
 
[[File:VI update new.jpg|border|550px]]
 
  
 
== 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:
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[[file:Custom code for VI.png|border|800px]]
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Press '''"Update"''' to confirm changes.
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<span style="color:red">'''Note:'''</span> Custom codes have priority over the system codes.
  
[[file:VI CC vendor.jpg|border|400px]]
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The system keeps both codes which you may see in the '''Invoice details''' section:
  
Press "'''Update'''" to confirm changes.
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[[file:VI system and custom codes.png|border|1100px]]
  
<span style="color:red">'''Note:''' Custom codes have priority over the system codes.</span>
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But only the custom code is displayed on the '''Vendor Invoices list''' page:
  
The system keeps both codes. You may see them in the "'''Invoice details'''" section of  the vendor invoice page:
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[[file:Vendor invoices list cust code.png|border|1100px]]
  
[[file:CIV both codes.jpg|border|350px]]
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and on the invoice PDF file (i.e. the custom code replaces the system code):
  
But only the custom code is displayed on the "'''Vendor Invoices list'''" page:
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[[file:Vendor invoice cust code on PDF.png|border|250px]]
  
[[file:custom code in vendor invoices list.jpg|border|350px]]
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== Update issue date==
  
and on the PDF invoice file (i.e. the custom code replaces the system code):
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You can modify the issue date of invoices.
  
[[file:Invoice pdf file  vendor ccode.jpg|border|300px]]
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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.