Difference between revisions of "Vendor invoice view"
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[[File:Vendor invoice view.png|border|1070px]] | [[File:Vendor invoice view.png|border|1070px]] | ||
| − | *'''Download as PDF''' — | + | *'''Download as PDF''' — clicking this button downloads the invoice in PDF format. |
*'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not going to pay in the future, so you may want to mark the invoice as fully paid by adding a write off. | *'''Write off''' — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not going to pay 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 paid your vendor 1000 EUR but they got 990 EUR because of the bank charges, and for some reason, the vendor is not going to ask you to pay 10 EUR difference. | E.g. you paid your vendor 1000 EUR but they got 990 EUR because of the bank charges, and for some reason, the vendor is not going to ask you to pay 10 EUR difference. | ||
| − | *'''Discount & Extra charge''' — you may add a '''<U>[[Vendor invoice Discount & Extra charge|discount and (or) an extra charge]]</U>''' to the invoice by | + | *'''Discount & Extra charge''' — you may add a '''<U>[[Vendor invoice Discount & Extra charge|discount and (or) an extra charge]]</U>''' to the invoice by clicking this button. |
| − | *'''Update''' — | + | *'''Update''' — clicking this button opens the '''<u>[[Update vendor invoice]]</u>''' page where you can edit the invoice. |
*'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment. | *'''Delete''' — this button deletes the invoice. It disappears after you link the invoice with the payment. | ||
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=='''Taxes section'''== | =='''Taxes section'''== | ||
| − | Here you can add new taxes, edit or delete the displayed ones by | + | Here you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons: |
[[file:Invoice taxes section.png|border|1000px]] | [[file:Invoice taxes section.png|border|1000px]] | ||
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==='''Add invoice percentage tax'''=== | ==='''Add invoice percentage tax'''=== | ||
| − | 1. To add a tax value as a percentage to the invoice, | + | 1. To add a tax value as a percentage to the invoice, click the '''"Add percentage tax"''' button: |
[[file:Inv pers button.png|border|1100px]] | [[file:Inv pers button.png|border|1100px]] | ||
| − | Then select the tax name from the drop-down list, enter its value and | + | Then select the tax name from the drop-down list, enter its value and click '''"Add"''': |
[[file:Cl invoise add perc tax.png|border|650px]] | [[file:Cl invoise add perc tax.png|border|650px]] | ||
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You may add as many taxes as you need. | You may add as many taxes as you need. | ||
| − | 2. You can update the tax by | + | 2. You can update the tax by clicking the '''"Update"''' button. |
You may select another name from the drop-down list, and enter a new tax value: | You may select another name from the drop-down list, and enter a new tax value: | ||
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[[file:Cl invoice perc tax update.png|border|650px]] | [[file:Cl invoice perc tax update.png|border|650px]] | ||
| − | + | Click "'''Update'''" to save changes. | |
| − | 3. To delete unneeded taxes, | + | 3. To delete unneeded taxes, click the '''"Delete"''' button. |
[[File:Redirect.jpg|40px|link=Vendor invoice view]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Vendor invoice view]] Back to the '''table of contents'''. | ||
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==='''Add invoice absolute tax'''=== | ==='''Add invoice absolute tax'''=== | ||
| − | 1. To add a tax value as a flat amount to the invoice, | + | 1. To add a tax value as a flat amount to the invoice, click the '''"Add absolute tax"''' button: |
[[file:Inv absol button.png|border|1100px]] | [[file:Inv absol button.png|border|1100px]] | ||
| − | Then select the tax name from the drop-down list, enter its value and | + | Then select the tax name from the drop-down list, enter its value and click '''"Add"''': |
[[file:Cl invoise add abs tax.png|border|650px]] | [[file:Cl invoise add abs tax.png|border|650px]] | ||
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You may add as many taxes as you need. | You may add as many taxes as you need. | ||
| − | 2. You can update the tax by | + | 2. You can update the tax by clicking the '''"Update"''' button. |
You may select another name from the drop-down list, and enter a new tax value: | You may select another name from the drop-down list, and enter a new tax value: | ||
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[[file:Cl inv abs tax update.png|border|650px]] | [[file:Cl inv abs tax update.png|border|650px]] | ||
| − | + | Click "'''Update'''" to save changes. | |
| − | 3. To delete taxes, | + | 3. To delete taxes, click the '''"Delete"''' button in the corresponding tax row. |
[[File:Redirect.jpg|40px|link=Vendor invoice view]] Back to the '''table of contents'''. | [[File:Redirect.jpg|40px|link=Vendor invoice view]] Back to the '''table of contents'''. | ||
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Here you can add and remove payables in invoices: | Here you can add and remove payables in invoices: | ||
| − | 1. | + | 1. Click '''"Add payables"''' to add them: |
[[File:Vendor invoice add payables.png|border|1100px]] | [[File:Vendor invoice add payables.png|border|1100px]] | ||
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[[File:Add payables to invoice.png|border|1100px]] | [[File:Add payables to invoice.png|border|1100px]] | ||
| − | Select the payables you need and | + | Select the payables you need and click '''"Add selected payables"'''. |
| − | 2.In order to remove payables | + | 2.In order to remove payables click the '''"Remove"''' button: |
[[File:remove linked payable.png|border|1100px]] | [[File:remove linked payable.png|border|1100px]] | ||
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=='''Create linked payment'''== | =='''Create linked payment'''== | ||
| − | If you have paid the invoice, you can record the payment by | + | If you have paid the invoice, you can record the payment by clicking '''"Create linked payment"''' button under the '''Payables''' table: |
[[File:Create linked payment button.png|border|1100px]] | [[File:Create linked payment button.png|border|1100px]] | ||
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In the '''Messages''' field you can communicate with a respective vendor '''(if they use the Vendor Portal and can log in to the system)'''. | In the '''Messages''' field you can communicate with a respective vendor '''(if they use the Vendor Portal and can log in to the system)'''. | ||
| − | Enter your message and | + | Enter your message and click the '''"Send"''' button: |
[[File:Invoice message client.png|border|500px]] | [[File:Invoice message client.png|border|500px]] | ||
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[[File:Invoice client reply.png|border|500px]] | [[File:Invoice client reply.png|border|500px]] | ||
| − | By | + | By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective invoice. |
Revision as of 15:47, 8 September 2022
Contents
Action buttons
- Download as PDF — clicking this button downloads the invoice in PDF format.
- Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not going to pay in the future, so you may want to mark the invoice as fully paid by adding a write off.
E.g. you paid your vendor 1000 EUR but they got 990 EUR because of the bank charges, and for some reason, the vendor is not going to ask you to pay 10 EUR difference.
- Discount & Extra charge — you may add a discount and (or) an extra charge to the invoice by clicking this button.
- Update — clicking this button opens the Update vendor invoice page where you can edit the invoice.
- Delete — this button deletes the invoice. It disappears after you link the invoice with the payment.
Note: For invoices with linked payments only the "Download as PDF" and "Write off" buttons are available.
To make all buttons available, you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
Back to the table of contents.
Taxes section
Here you can add new taxes, edit or delete the displayed ones by clicking corresponding buttons:
Add invoice percentage tax
1. To add a tax value as a percentage to the invoice, click the "Add percentage tax" button:
Then select the tax name from the drop-down list, enter its value and click "Add":
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:
You may add as many taxes as you need.
2. You can update the tax by clicking the "Update" button.
You may select another name from the drop-down list, and enter a new tax value:
Click "Update" to save changes.
3. To delete unneeded taxes, click the "Delete" button.
Back to the table of contents.
Add invoice absolute tax
1. To add a tax value as a flat amount to the invoice, click the "Add absolute tax" button:
Then select the tax name from the drop-down list, enter its value and click "Add":
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: In this case, the currency of an absolute tax is determined according to the invoice currency.
The tax will be added and displayed in the invoice details section:
You may add as many taxes as you need.
2. You can update the tax by clicking the "Update" button.
You may select another name from the drop-down list, and enter a new tax value:
Click "Update" to save changes.
3. To delete taxes, click the "Delete" button in the corresponding tax row.
Back to the table of contents.
Add and remove payables
Here you can add and remove payables in invoices:
1. Click "Add payables" to add them:
It will open the Add payables to invoice page where you can see vendor payables list:
Select the payables you need and click "Add selected payables".
2.In order to remove payables click the "Remove" button:
So no need to delete invoice if one of its items is wrong.
Note: Invoices with zero total amounts cannot be linked to payments.
In other words, if you delete all the payables within an invoice, you won't be able to create payments covering the invoice.
Create linked payment
If you have paid the invoice, you can record the payment by clicking "Create linked payment" button under the Payables table:
You can enter payment details into the fields that appear:
Alternatively, payments can be created on the Vendor payments page.
The difference is that on the invoice page you can enter a payment covering only an invoice itself, while on the Vendor payments page, you can enter a payment covering multiple invoices.
Back to the table of contents.
Additional files
You can also upload files to attach them to an invoice using the "Upload" button in the "Additional files" section:
Messages
In the Messages field you can communicate with a respective vendor (if they use the Vendor Portal and can log in to the system).
Enter your message and click the "Send" button:
A vendor will get an email when a message is sent to them.
The same applies to the responsible Invoice manager, they will get emails when a vendor sends a message.
You can read the message and reply straight from the email:
By clicking "Reply to this message", you will be redirected to the "Messages" field of the respective invoice.
Tip: If your vendor cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
You also can communicate with vendors on other objects. Please check the "Messages" page for more details.
Back to the table of contents.
