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 12:28, 13 August 2020

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|Similarly, you can create an invoice from a sales order that has been validated, from a purchase order, from a contract or subscription as well as from an intervention.
|Similarly, you can create an invoice from a sales order that has been validated, from a purchase order, from a contract or subscription as well as from an intervention.
|Show the invoice creation button in a sales order, contract, and then intervention.
|<s>Show the invoice creation button in a sales order, contract, and then intervention.</s>
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|You can also create an invoice or credit note from a third party by navigating to the "Customer" tab.
|You can also create an invoice or credit note from a third party by navigating to the "Customer" tab.
|Perform the actions as in the voice over.
|Perform the actions as in the voice over.
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|Supplier invoices can be created from a vendor proposal or purchase order. For more information on supplier invoices, please view the video about supplier invoices.
|Supplier invoices can be created from a vendor proposal or purchase order. Process is similar to Customer invoices.
|Show the invoice creation button from a vendor proposal and the purchase order.
|<s>Show the invoice creation button from a vendor proposal and the purchase order.</s>
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|You can also create an invoice directly from the Billing and Payments tab. Choose the third party you are creating the invoice for.
|You can also create an invoice directly from the Billing and Payments tab. Choose the third party you are creating the invoice for.
|Perform the actions as in the voice over.
|Perform the actions as in the voice over.
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|Choose the invoice type. A down payment invoice is created when a down payment has been received. Replacement and credit note invoices can be created to replace or correct previously issued invoices, and they can only be issued from a third party by navigating to the "Customer" tab. Template invoices are a way to create recurring invoices, which we will cover later on in this video.
|'''Choosing the invoice type'''
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|A down payment invoice is created when a down payment has been received. You will be able to include it into another draft invoice later, to reduce the amount of this draft invoice.
Credit note invoices can be created to replace or correct previously issued invoices, and they can only be issued from a third party by navigating to the "Customer" tab or from the invoice you want to correct. You will be able to consume this credit note later to reduce the remain amount to pay of a validated invoice.  
Template invoices are a way to create recurring invoices, which we will cover later on in this video.
|Show the various invoice types in the combo button list.
|Show the various invoice types in the combo button list.
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|Click on Send Email and fill in the receiver details, show the email being sent.
|Click on Send Email and fill in the receiver details, show the email being sent.
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|'''Invoices - Module Features'''
|'''Invoices - Payments'''
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|Use the "Clone" button if you want to create a similar invoice in the future.
|Show the Clone button.
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|If you have received payment for an invoice, click on the "Enter Payment" button to record the payment in the system. Choose the date, payment type and account to credit. Enter the transaction number and any comments. Enter the payment amount and confirm the payment. Note that if you received a partial payment, you will be able to enter a payment again. Once the full payment due for the invoice has been received and recorded, the invoice is automatically closed.
|If you have received payment for an invoice, click on the "Enter Payment" button to record the payment in the system. Choose the date, payment type and account to credit. Enter the transaction number and any comments. Enter the payment amount and confirm the payment. Note that if you received a partial payment, you will be able to enter a payment again. Once the full payment due for the invoice has been received and recorded, the invoice is automatically closed.
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|Show partial payment being recorded.
|Show partial payment being recorded.
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|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.
|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.
|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.
|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.
|Show entering a refund.
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|On a down payment, once the payment has been entered, the down payment is automaticaly closed and converted into an "available discount" so you will be able to consume the discount into another draft invoice.
|Show the page "Absolute Discounts" to show that the credit is available for a later use for this customer. Consume the discount into another validated invoice to show that amount of other invoice has been reduced.
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|On a validated credit notes, you can enter a refund instead of a payment, but you can also decide to convert the credit notes into a "Credit available" for this customer so you will be able to consume the discount available later to reduce the remain to pay of another validated invoice.
|Show converting a credit note into a "credit available". Show the page "Absolute Discounts" to show that the credit is available for a later use for this customer. Consume the discount into another validated invoice to show the remain to pay has been reduced.
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|'''Invoices - Module Features'''
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|Use the "Clone" button if you want to create a similar invoice in the future.
|Show the Clone button.
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|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. For more information on how to issue a Recurring Invoice, refer to the video on Recurring Invoices.
|Invoices in the "Draft" status can be converted into a template invoice, which is a way for issuing recurring invoices. For more information on how to issue a Recurring Invoice, refer to the video on Recurring Invoices.
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