Update client invoice

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Update client invoice page: http://cloud.protemos.com/client-invoice/update?id=ХХХХ (replace XXXX with the valid project number)

General information

To update an invoice, open the necessary one and press the "Update" button:

Update invoice button.png

It will bring you to the Update invoice page where you can update the details of the invoice.

The possibility of editing depends on the status of the invoice.

If the invoice has not yet been sent or marked as sent, you can edit the Custom code, Payment method, Issued at, Payment terms, and Note to client fields.

You may also change the invoice PDF page size and orientation here.

Update invoice page.png

Custom code

You may enter a custom code for the invoice if necessary.

To do so, enter the required code in the "Custom code" field::

CIV CCode.jpg

Press "Update" to confirm changes.

Note: 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:

CIV both codes.jpg

But only the custom code is displayed on the "Client invoices list" page:

Custom code in invoices list.jpg

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

Invoice pdf file ccode.jpg

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:

Issue at field.png

Discounts & extra charges

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

CIV discount and extra button.jpg

It will open the Invoice Discount & Extra charge page.