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Module Customers Invoices: Difference between revisions
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However, Dolibar can build for you customers invoices for all customers you have created before (see [[Module Third Parties]]). | However, Dolibar can build for you customers invoices for all customers you have created before (see [[Module Third Parties]]). | ||
You can create an invoice directly from a customer record, or from a command enclosed in the state "accepted", or from a service contract. | |||
'''Types of bills''' | |||
If you create an invoice from a customer record, you can choose 4 types of invoices: | |||
* | * The standard invoice | ||
This is a standard bill. There are no prerequisites. | |||
* The "replacement invoice" | |||
A replacement bill can redo an invoice on which there would be mistakes and that nothing would have been done (before any payment). | |||
We can create only one replacement invoice for each invoice. When you create a replacement invoice R, you choose the invoice F you want to replace. Once R is created, it is no more possible to do actions on F even if invoice status of F has not changed. | |||
If the replacement invoice R is deleted, the bill F resume its original condition and lifecycle of the invoice F can resume. | |||
If the replacement invoice R is validated, the bill status of F goes automatically to abandoned. The cycle of life continues on the invoice R. | |||
* The "credit note" | |||
We create several credit notes on for a same invoice. | |||
Une fois la facture prête vous devez la valider. | * The "invoice deposit" | ||
Si une erreur est détectée après avoir validé la facture, il faudra soit faire une facture de remplacement, soit faire une facture d'avoir. | |||
You can create as many invoice deposit you want. They will be then used to reduce amount of other invoices. | |||
'''Procedure''' | |||
Once an invoice created (in draft mode), you must include, in the bill, products or services already defined in Dolibarr or you directly enter the title, the rate of VAT, the unit price. For each line of the invoice you also set an amount and possibly a relative discount (percentage). | |||
Une fois la facture prête vous devez la valider. Attention cette opération est irréversible. Once your order ready you must validate it. Note this operation is irreversible. Quand vous validez la facture un numéro lui est attribué selon le modèle de numérotation que vous avez choisi dans la configuration du module Facture. Si une erreur est détectée après avoir validé la facture, il faudra soit faire une facture de remplacement, soit faire une facture d'avoir. When you validate the invoice number assigned by the numbering scheme that you chose in the module configuration Invoice. If an error is detected after confirming your order, you must either make a replacement bill or make an invoice have. | |||
= Génération PDF, Impression = | = Génération PDF, Impression = | ||