Draft:Video Presentation (Dolibarr features) - Supplier invoices: Difference between revisions

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Draft:Video Presentation (Dolibarr features) - Supplier invoices (view source)

Revision as of 05:38, 17 August 2020

1,058 bytes added ,  6 years ago
Modifying in line with the changes made to Invoices and Payments storyboard
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Tag: 2017 source edit
(Modifying in line with the changes made to Invoices and Payments storyboard)
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|Let us expolore the various ways in which you can create a vendor invoice. You can create a vendor invoice from a purchase order that has been validated and approved by clicking on the appropriate button. Information available in the purchase order such as vendor, payment terms and project are copied automatically into the vendor invoice.
|Let us explore the various ways in which you can create a vendor invoice. You can create a vendor invoice from a purchase order that has been validated and approved by clicking on the appropriate button. Information available in the purchase order such as vendor, payment terms and project are copied automatically into the vendor invoice.
|Navigate to a purchase order and click on the create invoice button. Show the fields being pre-filled.
|Navigate to a purchase order and click on the create invoice button. Show the fields being pre-filled.
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|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 standard invoice is the default invoice type. A credit note is available when creating an invoice from the "Vendor" tab under the menu "Third parties".
|'''Choosing the Invoice Type'''
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|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 "Vendor" 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.
|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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|'''Vendor Invoices - Module Features'''
|'''Vendor Invoices - Payments'''
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|Use the "Clone" button if you want to create a similar vendor invoice in the future.
|Show the Clone button.
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|If you have received payment for a vendor 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 vendor invoice has been received and recorded, the vendor invoice is automatically closed.
|If you have received payment for a vendor 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 vendor invoice has been received and recorded, the vendor invoice is automatically closed.
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|You can issue a "credit note" for a vendor invoice by clicking on the appropriate button. Note that the invoice type has been set to "credit note" with the invoice which is to be revised being automatically chosen. Fill in the required fields in order to create the "credit note".
|You can issue a "credit note" for a vendor invoice by clicking on the appropriate button. Note that the invoice type has been set to "credit note" with the invoice which is to be revised being automatically chosen. Fill in the required fields in order to create the "credit note".
|Show issuing of credit note.
|Show issuing of credit note.
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|If you have received payments in excess, click on the appropriate button to convert excess paid into an available discount. The discount can now be consumed in another draft invoice.
|Show converting the invoice into discount. Show the discount being consumed in another draft invoice.
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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.
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|'''Vendor Invoices - Module Features'''
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|Use the "Clone" button if you want to create a similar vendor invoice in the future.
|Show the Clone button.
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|You can view the list of vendor invoices with the relevant payment status in the list view. You can also view the list based on vendor invoice status such as Draft, Not Paid and Paid.
|You can view the list of vendor invoices with the relevant payment status in the list view. You can also view the list based on vendor invoice status such as Draft, Not Paid and Paid.
Pradeepv
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