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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 23:15, 19 January 2021
, 5 years ago→FRENCH TRANSLATION
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Tag: 2017 source edit |
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|Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Invoices and Payments module in Dolibarr. | |Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the Invoices and Payments module in Dolibarr. | ||
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Bienvenue sur ce tutoriel vidéo sur le système Dolibarr ERP et CRM. Cette vidéo explique comment utiliser le module Factures et Paiements de Dolibarr. | |||
Bienvenue | |||
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|Activate the module "Invoices" from menu Home - Setup - Modules. You must also enable the "Banks and Cash" module. | |Activate the module "Invoices" from menu Home - Setup - Modules. You must also enable the "Banks and Cash" module. | ||
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Activez le module "Factures" à partir du menu Accueil - Configuration - Modules. Vous pouvez également activer le module "Banques et caisse" pour le suivi des paiements. | |||
Activez le module "Factures | |||
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|Grant permission on the Invoices module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" | |Grant permission on the Invoices module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions" | ||
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Accordez à vos utilisateurs l'autorisation d'utiliser le module "Factures". Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations". | |||
Accordez à vos utilisateurs l'autorisation d'utiliser le module "Factures | |||
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|Let us explore the various ways in which you can create an invoice. You can create an invoice from a commercial proposal that is in the "accepted" status by clicking on the appropriate button. Information available in the commercial proposal such as third party, payment terms and project are copied automatically into the invoice. | |Let us explore the various ways in which you can create an invoice. You can create an invoice from a commercial proposal that is in the "accepted" status by clicking on the appropriate button. Information available in the commercial proposal such as third party, payment terms and project are copied automatically into the invoice. | ||
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Explorons les différentes façons dont vous pouvez créer une facture. Vous pouvez créer une facture à partir d'une proposition commerciale dont le statut est "accepté" en cliquant sur le bouton qui convient. En effet, les informations disponibles dans la proposition commerciale, telles que le tiers, les conditions de paiement, ou le projet, seront automatiquement copiées dans la facture. | |||
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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. | ||
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De même, vous pouvez créer une facture à partir d'une commande qui a été validée, d'une commande fournisseur, d'un contrat ou d'un abonnement ou encore d'une fiche intervention. | |||
De même, vous pouvez créer une facture | |||
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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. | ||
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Vous pouvez également créer une facture ou un avoir à partir de la fiche tiers en naviguant dans l'onglet "Client". | |||
Vous pouvez également créer une facture | |||
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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. | ||
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Il est également possible de créer une facture standard, facture d'acompte ou une facture d'avoir directement à partir de l'onglet "Facturation et paiements". Choisissez le tiers pour lequel vous voulez créez la facture ou l'avoir. | |||
Il est également possible de créer une facture | |||
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'''Choix du type de facture | '''Choix du type de facture''' | ||
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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. | ||
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Une facture d'acompte est créée lorsqu'un acompte a été reçu. Il sera possible de l'inclure dans une facture standard ou avoir plus tard, afin de réduire le montant de cette facture. | |||
Une facture | |||
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