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Invoicing

    1. Income from the client
    2. Issuing of invoice
    3. Invoice Correction
    4. Invoice by email (with CMR)

    The invoice is issued and sent together with CMR in the Customer's order window

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    1. Income from the client:

    In the field Income from the client field enter the total amount excluding VAT and the currency to be paid by the client.
    - If the amount changes during the processing of the order, e.g. the customs declaration is purchased in addition, then the field "Income from client" must be updated accordingly.
    - If a Credit Invoice has been issued, the "Income from client" must be manually reduced by its amount.

    Summing up image-1649141607526.png - If pressed, the field "Income from client"  will be filled in automatically, summing up the services related to this customer order. - If this function image-1653916660500.png is enabled, it is not possible to fill in the field "Income from client"  manually.

     

    Payment: Outgoing invoice payment term.
    - The client's default payment term can be defined: Client/ Customer> Other data page> Payment term

    VAT rate:
    - Selecting the VAT rate and then hovering over the field shows the VAT rate Article.
    - VAT rates can be changed in the list: General lists> Tax list

    2. Issuing of invoice

    Once the order is entered, click  image-1649143460017.png to create Invoice for Customer
    - Selects the invoice type or includeschoose it in anfrom already created invoice list

    image-1649147467860.png

    The invoice template window allows you to:
    - Check the information included in the invoice;
    - Write notes that will be included in red at the bottom of the invoice;
    - Print or Email invoice;
    -Accept or cancel invoice confirmation.

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    • Important! If you make any changes , press F5 to overwrite the contents of the invoice.

    3. Invoice correction

    The content of the invoice is formed from the information entered in the customer's order.  Therefore, if you need to correct the invoice, you must correct the order.order and then regenerate the invoice.

    If the revenueincome from the customerclient changes or additional services are added after creating the invoice,  selectimage-1649143460017.pngselect and to regenerate the content of the invoice by pressing.invoice.

    To delete an invoice, open the invoice template, then
    1. Cancel confirmation;
    2. Click Delete Invoice.
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    4. Invoicing (with CMR)

    The default invoice sending method is defined in the Customer / Partner card.

      POD or CMR
      - CMR is added to the Customer's order page "Attached files" in pdf, png or jpg format
      image-1649152402384.png

      4.1. Invoice sending by e-mail:

      - Invoice opens in the Customer's Order window by clicking - To send an e-mail: image-1649143460017.png
      click click - The e-mail window opens. Make sure the information is correct and force you to send. - Invoice printout, pressing the invoice in pdf format opens in a web browser. - After sending the e-mail , the status of the Order automatically changes to Invoice sentimage-1649156523858.png

      image-1649152583657.png  
       

      If the Invoice must be sent by e-mail together with the CMR, then it must be noted in the attachment before sending!

      4.2. Sending an invoice by mail:

      - The Customer opens the Invoice in the Order window by pressing image-1649143460017.png
      - By pressing the invoice opens in the web browser in  pdf format and there it is sent to the printer for printing  in paper format - When the Invoice is sent by mail, the status of the order - "invoice sent" must be placed manually!image-1649152583657.png

       

      If the invoice is sent by e-mail and post , this case is equivalent to posting and the status must be entered manually.

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