Page Comparison

Invoice table

In this table you will be able to:

• Look at all your invoices
  Benefit from the different filters at your disposal in order to facilitate your research (invoice or order number, PO, reference, customer, sales rep, representative or by date/period)

• Look at accounting traces on your invoices
  Whenever an invoice gets modified, traces will be saved. To look at them, click on the button ‘'trace’' and select the desired invoice number. The list of traces linked to it will be displayed.

• Modify an invoice
  It is possible to modify an invoice, whether for a price change, adding a discount or a product. However, note that these modifications will be saved in the traces table.

• Print an invoice
  Select an invoice then click on the ‘'print’' button

• Credit an invoice
  To credit an invoice, select one and click on the ‘'credit’' button. This credit will also be displayed in the order linked to the project.

• Take a payment
  To take a payment, select an invoice and click on ‘'receipt’'. In case of multiple invoices attributed to a customer, select one or more invoices linked to the payment. Enter the payment mode, authorization number, credit card number (or check number, depending on the case) and the payment amount, then click on submit to save the receipt.

• Print the cost price report
  Allows to print the cost price report

Transferring an order to an invoice

It is necessary to have an order to create an invoice. While in the order, click on the ‘'transfer to an invoice’' icon and select the deposit to process (Note that you can collect payment at the step) then click on ‘'submit’'.

The invoice

Basic information such as customer, delivery address and additional data are pulled from the order.
You can fin multiple tabs in which you will find these information:

• Finished products/materials
  Data is directly pulled from the order and represent the project and its related materials. Based on your printing configuration, they will not necessarily be displayed on the invoice.

• Payment
  List of receptis linked to the invoice, including deposits that were taken at the order level (if processed when transferring the order to an invoice)

• Document
  All documents linked to the order and work-order

• Customer info
  Data coming from the order, printable on the invoice

• Follow-up
  Follow-ups are also coming from the order and represent notes added by users.