Module Suppliers Invoices: Difference between revisions
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[[fr:Module_Fournisseurs_Factures]] | |||
[[es:Módulo_Facturas_de_proveedores]] | |||
[[pt:Módulo_Faturas_de_Fornecedores]] | |||
[[zh:供应商发票模块]] | |||
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[[Category:Supplier]] | [[Category:Supplier]] | ||
{{TemplateDocUser}} | {{TemplateDocUser}} | ||
{{TemplateModEN}} | |||
{{BasculeDevUserEn| | {{BasculeDevUserEn| | ||
name=Suppliers| | name=Suppliers| | ||
num=40| | |||
devdoc=[[Module Suppliers (developer)]]| | devdoc=[[Module Suppliers (developer)]]| | ||
userdoc=This page|}} | userdoc=This page|}} | ||
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'''Types of invoices''' | '''Types of invoices''' | ||
Currently, only standard invoices are managed for suppliers invoices | Currently, only standard invoices are managed for suppliers invoices. | ||
* | * The "standard invoice": | ||
This is common invoices. There are no prerequisites. | This is common invoices. There are no prerequisites. | ||
* The "replacement invoice": | |||
* | Not yet managed for suppliers | ||
Not yet managed | * The "credit note": | ||
Not yet managed for suppliers | |||
* | * The "invoice deposit" | ||
Not yet managed | Not yet managed for suppliers | ||
| Line 38: | Line 49: | ||
Once your order ready you must validate it. Note this operation is irreversible. When you validate the invoice number is assigned by the numbering scheme that you chose in the configuration of the Supplier module. If an error is detected after confirming your order, you must either make a replacement bill or make an invoice have. | Once your order ready you must validate it. Note this operation is irreversible. When you validate the invoice number is assigned by the numbering scheme that you chose in the configuration of the Supplier module. If an error is detected after confirming your order, you must either make a replacement bill or make an invoice have. | ||
= | = Enter payments = | ||
{{ToComplete}} | |||
= Close invoice = | |||
{{ToComplete}} | |||
= Export suppliers invoices = | |||
See the [[Module Exports En|Modules Exports]] | |||
= | = Management of vendor credit notes = | ||
Situation: I received a supplier invoice then a credit note | |||
Actions: | |||
* I enter the supplier invoice (standard invoice) once received. | |||
* Then I received the credit note to correct this first invoice, so i enter an new standard invoice but with a negative amount. | |||
* Once I payed, I enter the payment on standard invoice, and a negative payment on the negative invoice. | |||
* I can close the two invoices as "payed". | |||
Note: A negatif and positive amount may appear on the bank receipt. You can manually edit them to have just one if you prefer. | |||
= Related videos = | |||
<youtube width="200" height="120">U0W0qySjzvY</youtube> | |||
Suppliers invoices: | |||
(vocal in french but subtitles are available and review in this language) | |||
<youtube width="200" height="120">UdKV5rA1JI8</youtube> | |||
Latest revision as of 05:31, 31 August 2023
| Suppliers | |
|---|---|
| Numero/ID of module | 40 |
| User doc. of module | This page |
| Developer doc. of module | Module Suppliers (developer) |
Introduction
The module Suppliers invoices can be used to create or modify or delete invoices with lines invoices for every third party of type "supplier". This module is also used to manage payments of such invoices. The customer invoices are managed by the Module Customers Invoices.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
Create invoice
Types of invoices
Currently, only standard invoices are managed for suppliers invoices.
- The "standard invoice":
This is common invoices. There are no prerequisites.
- The "replacement invoice":
Not yet managed for suppliers
- The "credit note":
Not yet managed for suppliers
- The "invoice deposit"
Not yet managed for suppliers
Procedure
Once an invoice is created (in draft mode), you must include in the invoice all products or services already defined in Dolibarr or you directly enter a title, a VAT rate, a unit price. For each line of the invoice, you also set an amount and possibly a discount (percentage).
Once your order ready you must validate it. Note this operation is irreversible. When you validate the invoice number is assigned by the numbering scheme that you chose in the configuration of the Supplier module. If an error is detected after confirming your order, you must either make a replacement bill or make an invoice have.
Enter payments
|
|
Page waiting to complete. To complete, create an account, go back and clic on "Modify".
Page en attente d'être complété. Pour compléter, créez un compte, revenez et cliquez sur "Modifier".
Página a completar. Para completarla, cree una cuenta, vuelva a la página y haga clic en "editar"
Seite wartet auf Vervollständigung. Um zu helfen, erstelle ein Konto, gehe zurück und klicke auf "Bearbeiten".
Close invoice
|
|
Export suppliers invoices
See the Modules Exports
Management of vendor credit notes
Situation: I received a supplier invoice then a credit note
Actions:
- I enter the supplier invoice (standard invoice) once received.
- Then I received the credit note to correct this first invoice, so i enter an new standard invoice but with a negative amount.
- Once I payed, I enter the payment on standard invoice, and a negative payment on the negative invoice.
- I can close the two invoices as "payed".
Note: A negatif and positive amount may appear on the bank receipt. You can manually edit them to have just one if you prefer.
Related videos
Suppliers invoices: (vocal in french but subtitles are available and review in this language)