Module Customers Invoices: Difference between revisions

It's also this module you use to create payments on invoices.

It provides also features to generate documents for each invoice in a format like PDF.

There is no complete accountancy into Dolibarr. So you must stll have an accountancy software or use services of an accounter.

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.

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.

You can create several credit notes for an invoice. A credit note is an invoice used to correct (reduce) standard invoice. Amount of a credit note can be payed back, or you can convert it into a discount to reduce amount of customer for a future other standard invoice.

You can create as many invoice deposit you want. They will be then used to reduce amount of other invoices.

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).

When you post the invoice, an invoice number is assigned according to the numbering scheme you have chosen in the configuration of Invoice module.

* Rules to calculate VAT are explained into page [[VAT calculation and rounding rules]].

'''Revenu stamp'''

* Some countries (like Tunisia) must include a revenue stamp (a fixed amount for each invoice produced). List of countries and amount councerned is defined into dictionary table [[Table_llx_c_revenuestamp]]. If country of your company is among this list, a new field "Revenue stamp" appears on screens and documents of invoice.

It is possible to reduce the total and / or the balance amount to pay a bill, but it should make a distinction between discount and a reduction, although the two terms are somewhat amalgamated in places).

A 'reduction' is a relative reduction (percentage) of the selling price of one or more products or services detailed in the invoice. This reduction should be set line by line while editing the invoice and be between 0% and 100% (the discount percentage is then replaced by the words ''available''.

A 'discount' is a reduction of the total invoice price. It can be defined in two ways depending on whether or not combined with another bill, that is to say, a payment already received or not.

Bills and have bills payment, awarded payments already received, can be converted into future '' reduction'' (incidentally we note the blurring of ''discount'' and ''reduced'' ). In this case the reduction, once assigned to the current invoice via the section ''Rebates'', is mentioned in the bottom of the document as a reference to the advance payments in question, which are so obviously the amount total bill to specify the balance due. This discount is NOT mentioned as a line in the invoice detail.