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Draft:Video Presentation (Dolibarr features) - Invoices and Payments: Difference between revisions
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Draft:Video Presentation (Dolibarr features) - Invoices and Payments (view source)
Revision as of 04:22, 20 July 2020
, 6 years agoAdded use cases for abandoned invoices and refund
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(Added use cases for abandoned invoices and refund) |
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|Show direct debit payment order. | |Show direct debit payment order. | ||
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|If you receive only a partial payment for an invoice, and do not expect to receive the balance payment, use the appropriate button to record such a payment. Choose a | |If you receive only a partial payment for an invoice, and do not expect to receive the balance payment, use the appropriate button to record such a payment. Choose a reason and enter any notes. The invoice will be closed and will change into the "Paid" status. | ||
|Show partial payment being recorded. | |Show partial payment being recorded. | ||
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|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. Provide a title for the invoice. Choose the frequency of recurrence in days, months or years. Choose the date for generating the first invoice, and enter the maximum number of invoices that are to be automatically generated. Based on these parameters, the system will automatically generate recurring invoices. Finally, choose whether the recurring invoices will be in the draft status or automatically in the validated status. If you choose draft status, you will need to issue the invoices manually by validating them after they are generated. | |If you do not expect to receive any payment for an invoice, you can classify the invoice as "Abandoned". Choose a reason and enter any notes. The invoice will be canceled and moved to the "Abandoned" status. | ||
|Show invoice being abandoned. | |||
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|If you have received payments in excess, click on the appropriate button to issue a refund. Provide the payment details, enter the payment amount and confirm the refund. | |||
|Show entering a refund. | |||
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|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. Provide a title for the invoice. Enter any public or private notes. Choose a project if required. Choose the frequency of recurrence in days, months or years. Choose the date for generating the first invoice, and enter the maximum number of invoices that are to be automatically generated. Based on these parameters, the system will automatically generate recurring invoices. Finally, choose whether the recurring invoices will be in the draft status or automatically in the validated status. If you choose draft status, you will need to issue the invoices manually by validating them after they are generated. | |||
|Show the creation of recurring invoices as per the voice over. | |Show the creation of recurring invoices as per the voice over. | ||
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