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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 08:32, 15 August 2020
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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. | |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 | 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 amount to be paid for a validated invoice. | ||
Template invoices are a way to create recurring invoices, which we will cover later on in this video. | 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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|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. | |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. | |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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| | |For 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, reducing the amount payable on 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. | |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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