View Invoice Screen - Revision history

Claudefeistel2: /* Editing an Invoice */

2010-09-08T20:37:40Z

‎Editing an Invoice

Claudefeistel2 at 19:57, 8 September 2010

2010-09-08T19:57:21Z

Sichen: /* Adjustments */

2009-01-09T23:17:44Z

‎Adjustments

Sichen: /* Adjustments */

2009-01-09T23:13:53Z

‎Adjustments

Sichen at 23:05, 9 January 2009

2009-01-09T23:05:16Z

Sichen: /* Basic Invoice Details */

2008-05-08T21:52:13Z

‎Basic Invoice Details

Sichen: /* Basic Invoice Details */

2008-05-08T21:51:32Z

‎Basic Invoice Details

Sichen: /* Basic Invoice Details */

2008-04-28T23:55:34Z

‎Basic Invoice Details

JRZeitlin: /* Invoice Items */

2007-12-05T17:36:37Z

‎Invoice Items

JRZeitlin: /* Basic Invoice Details */

2007-12-05T17:35:44Z

‎Basic Invoice Details

@@ Line 43: / Line 43: @@
 ==Editing an Invoice==
-Your Invoices can be created in either "editable" state or in "Ready" status meaning they are Posted and cannot be edited for the line item content.  To control the state of your newly created Invoices refer to this guidance, [[]].
+Your Invoices can be created in either "editable" state or in "Ready" status meaning they are Posted and cannot be edited for the line item content.  To control the state of your newly created Invoices refer to this guidance, [[Creating Editable Invoices]].
 Under certain conditions an Invoice can be changed, as follows:

@@ Line 41: / Line 41: @@
 Clicking the [Add Term] button will apply the term to the invoice.
-==Invoice Items==
+==Editing an Invoice==
-This section lists the items added to the invoice and allows you to update the item ID, description, quantity, and price.  Clicking the [Update] button will save the changes to the invoice item.  Clicking the [Remove] button will remove that item from the invoice.  Clicking on the number of an item will take you to a [[Modify Invoice Items Screen]] where you can modify the item type details.
+Your Invoices can be created in either "editable" state or in "Ready" status meaning they are Posted and cannot be edited for the line item content.  To control the state of your newly created Invoices refer to this guidance, [[]].
-==New Invoice Items==
+Under certain conditions an Invoice can be changed, as follows:
-This section allows you to apply additional items to the invoice.  Enter the appropriate data into the following fields:
+* If the Invoice is in editable state, that is it is not in "Ready" status, and therefore is not yet Posted, then the Invoice Items can be changed or added.
 *'''Type''' - Select the type of item that you are adding to the invoice (for example, "Item Sales Tax" or "Item Additional Feature") from the drop down menu.
@@ Line 60: / Line 70: @@
 Clicking the [Add] button will apply the new item to the invoice.
-==Adjustments==
+===Adjustments===
-In version 1.4 and later, if the invoice has already been posted (set to Ready) but not yet confirmed, you can make [[Managing_Invoices_and_Payments#Invoice_Adjustments|adjustments]] to the invoice with the form at the bottom.  Each reason for adjustment will change the open amount of the invoice and cause ledger postings to different GL accounts.  By default, you can adjust an invoice for cash discount, early payment discount, or writeoff, but additional ones can be configured.
+In version 1.4 and later, if the invoice has already been posted (set to Ready) but not yet confirmed, you can make [[Managing_Invoices_and_Payments#Invoice_Adjustments|Limited Adjustments]] to the invoice with the form at the bottom.  Each reason for adjustment will change the open amount of the invoice and cause ledger postings to different GL accounts.  By default, you can adjust an invoice for cash discount, early payment discount, or writeoff, but additional ones can be configured.

← Older revision		Revision as of 23:17, 9 January 2009
Line 62:		Line 62:
	==Adjustments==		==Adjustments==

−	In version 1.4 and later, if the invoice has already been posted (set to Ready) but not yet confirmed, you can make [[Managing_Invoices_and_Payments#Invoice_Adjustments\|adjustments]] to the invoice with the form at the bottom.	+	In version 1.4 and later, if the invoice has already been posted (set to Ready) but not yet confirmed, you can make [[Managing_Invoices_and_Payments#Invoice_Adjustments\|adjustments]] to the invoice with the form at the bottom. Each reason for adjustment will change the open amount of the invoice and cause ledger postings to different GL accounts. By default, you can adjust an invoice for cash discount, early payment discount, or writeoff, but additional ones can be configured.

← Older revision		Revision as of 23:13, 9 January 2009
Line 61:		Line 61:

	==Adjustments==		==Adjustments==
		+
		+	In version 1.4 and later, if the invoice has already been posted (set to Ready) but not yet confirmed, you can make [[Managing_Invoices_and_Payments#Invoice_Adjustments\|adjustments]] to the invoice with the form at the bottom.

← Older revision		Revision as of 23:05, 9 January 2009
Line 59:		Line 59:

	Clicking the [Add] button will apply the new item to the invoice.		Clicking the [Add] button will apply the new item to the invoice.
		+
		+	==Adjustments==

@@ Line 22: / Line 22: @@
 *[Mark as Ready] - This button will only appear after an item has been added to the invoice.  Clicking this button will mark the invoice as ready, and will make the invoice non-editable.  Clicking the [Mark as Ready] button will also bring up the [Writeoff] button.
 *[Mark as Printed] - If the invoice has already been marked as ready and posted to the ledger, you can have the option of marking it as printed for your records.  This will update the processing status of the invoice, but would not affect its posting status.
-*[Writeoff] - Clicking this button will mark this invoice as non-collectible.  Use this if you believe that the customer would not be paying the invoice and need to write it off as an expense.
+*[Writeoff] - Clicking this button will mark this invoice as non-collectible.
 *[Void] - Clicking this button will void this invoice and reverse its ledger postings.  Use this if the invoice has been posted to the ledger already but was actually incorrect.
 *[Cancel] - Clicking this button will change the status of the invoice to "Cancelled".  Please note that the invoice will not be deleted from the system, however you will no longer be able to edit the invoice details.