Vendor invoice view

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Action buttons

VI action buttons new.png

  • Download as PDF—pressing 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.

  • 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.

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Taxes section

Here you can add new taxes, edit or delete the displayed ones by pressing corresponding buttons:

Invoice taxes section.png

Add invoice percentage tax

1. To add a tax value as a percentage to the invoice, press the "Add percentage tax" button:

Inv pers button.png

Then select the tax name from the drop-down list, enter its value and press "Add":

Cl invoise add perc tax.png

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:

Vendor invoice percentage tax added.png

You may add as many taxes as you need.

2. You can update the tax by pressing the "Update" button.

You may select another name from the drop-down list, and enter a new tax value:

Cl invoice perc tax update.png

Press "Update" to save changes.

3. To delete unneeded taxes, press the "Delete" button.

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Add invoice absolute tax

1. To add a tax value as a flat amount to the invoice, press the "Add absolute tax" button:

Inv absol button.png

Then select the tax name from the drop-down list, enter its value and press "Add":

Cl invoise add abs tax.png

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:

Vendor invoice absolute tax added.png

You may add as many taxes as you need.

2. You can update the tax by pressing the "Update" button.

You may select another name from the drop-down list, and enter a new tax value:

Cl inv abs tax update.png

Press "Update" to save changes.

3. To delete taxes, press the "Delete" button in the corresponding tax row.

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Add and remove payables

Here you can add and remove payables in unsent invoices:

1. Press "Add payables" to add them:

Vendor invoice add payables.png

It will open the Add payables to invoice page where you can see vendor payables list:

Add payables to invoice.png

Select the payables you need and press "Add selected payables".

2.In order to remove payables press the "Remove" button:

Remove linked payable.png

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 pressing "Create linked payment" button under the Payables table:

Create linked payment button.png

You can enter payment details into the fields that appear:

NEW LINKED PAYMENT.png

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.

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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 press the "Send" button:

Invoice message client.png

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:

Invoice client reply.png

By pressing "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.